CWA
AVUS icon

Continuum Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Continuum Wealth 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 		$43.5M Buy
339,935
+78,019
+30% +$9.61M 14.69% 1
2026
Q1 		$29.1M Sell
261,916
-8,937
-3% -$1.02M 12.08% 2
2025
Q4 		$30.3M Buy
270,853
+3,188
+1% +$351K 11.7% 2
2025
Q3 		$29.1M Buy
267,665
+6,555
+3% +$688K 12.4% 1
2025
Q2 		$26.3M Sell
261,110
-60,508
-19% -$5.67M 12.64% 2
2025
Q1 		$29.7M Sell
321,618
-378
-0.1% -$36.8K 15.23% 1
2024
Q4 		$31.2M Buy
321,996
+14,295
+5% +$1.4M 15.79% 1
2024
Q3 		$29.3M Sell
307,701
-38,209
-11% -$3.51M 15.71% 1
2024
Q2 		$31.2M Buy
345,910
+24,294
+8% +$2.15M 16.41% 1
2024
Q1 		$28.8M Buy
321,616
+48,283
+18% +$4.08M 16.27% 1
2023
Q4 		$22.3M Buy
273,333
+15,286
+6% +$1.16M 14.45% 1
2023
Q3 		$18.9M Buy
258,047
+10,253
+4% +$779K 13.32% 1
2023
Q2 		$18.6M Buy
247,794
+38,726
+19% +$2.77M 13.19% 1
2023
Q1 		$14.8M Buy
209,068
+6,103
+3% +$432K 12.09% 2
2022
Q4 		$13.8M Buy
+202,965
New +$13.9M 13.71% 2

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

Continuum Wealth Advisors's AVUS Position: Q2 2026 in Review

Continuum Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 30% in Q2 2026, buying an estimated $9.61M and bringing the position to 339,935 shares worth $43.5M. The position accounts for 14.69% of the portfolio, ranked #1.

Continuum Wealth Advisors first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Continuum Wealth Advisors held 339,935 shares of Avantis US Equity ETF worth $43.5M as of Q2 2026.
  • Continuum Wealth Advisors bought 78,019 Avantis US Equity ETF shares in Q2 2026, an estimated $9.61M.
  • Avantis US Equity ETF made up 14.69% of Continuum Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Continuum Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.