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Concurrent Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Concurrent Investment Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Buy
130,733
+8,137
+7% +$1M 0.14% 153
2026
Q1 		$13.6M Buy
+122,596
New +$14M 0.15% 150

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Concurrent Investment Advisors's AVUS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 6.6% in Q2 2026, buying an estimated $1M and bringing the position to 130,733 shares worth $16.7M. The position accounts for 0.14% of the portfolio, ranked #153.

Concurrent Investment Advisors first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Concurrent Investment Advisors held 130,733 shares of Avantis US Equity ETF worth $16.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,137 Avantis US Equity ETF shares in Q2 2026, an estimated $1M.
  • Avantis US Equity ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Concurrent Investment Advisors first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.