Corient Private Wealth
AVUS icon

Corient Private Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Corient Private Wealth’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 		$141M Sell
1,104,250
-234,127
-17% -$28.8M 0.18% 105
2026
Q1 		$149M Sell
1,338,377
-890,109
-40% -$102M 0.21% 95
2025
Q4 		$249M Buy
2,228,486
+1,336,959
+150% +$147M 0.17% 123
2025
Q3 		$96.9M Sell
891,527
-148,465
-14% -$15.6M 0.15% 144
2025
Q2 		$105M Sell
1,039,992
-415
-0% -$38.9K 0.14% 144
2025
Q1 		$96.1M Buy
1,040,407
+88,763
+9% +$8.65M 0.16% 144
2024
Q4 		$92.2M Buy
951,644
+50,979
+6% +$5.01M 0.15% 149
2024
Q3 		$85.7M Buy
900,665
+98,041
+12% +$9M 0.13% 154
2024
Q2 		$72.4M Buy
802,624
+714,634
+812% +$63.1M 0.13% 168
2024
Q1 		$7.88M Sell
87,990
-607,259
-87% -$51.3M 0.01% 585
2023
Q4 		$56.7M Buy
695,249
+27,071
+4% +$2.05M 0.1% 198
2023
Q3 		$49M Buy
668,178
+53,611
+9% +$4.07M 0.11% 191
2023
Q2 		$46.2M Buy
614,567
+32,807
+6% +$2.35M 0.11% 200
2023
Q1 		$41.2M Buy
581,760
+259,730
+81% +$18.4M 0.11% 182
2022
Q4 		$21.9M Buy
+322,030
New +$22M 0.08% 253

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

Corient Private Wealth's AVUS Position: Q2 2026 in Review

Corient Private Wealth reduced its Avantis US Equity ETF (AVUS) stake by 17% in Q2 2026, selling an estimated $28.8M and leaving 1,104,250 shares worth $141M. The position accounts for 0.18% of the portfolio, ranked #105.

Corient Private Wealth first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $249M in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Corient Private Wealth held 1,104,250 shares of Avantis US Equity ETF worth $141M as of Q2 2026.
  • Corient Private Wealth sold 234,127 Avantis US Equity ETF shares in Q2 2026, an estimated $28.8M.
  • Avantis US Equity ETF made up 0.18% of Corient Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Corient Private Wealth first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Avantis US Equity ETF position peaked at $249M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.