Creative Planning
AVUS icon

Creative Planning’s Avantis US Equity ETF AVUS Stock Holding History

Creative Planning’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 		$120M Sell
938,149
-31,331
-3% -$3.86M 0.07% 126
2026
Q1 		$108M Sell
969,480
-15,434
-2% -$1.77M 0.07% 122
2025
Q4 		$110M Sell
984,914
-34,144
-3% -$3.76M 0.08% 113
2025
Q3 		$111M Sell
1,019,058
-59,504
-6% -$6.24M 0.08% 100
2025
Q2 		$109M Sell
1,078,562
-77,147
-7% -$7.22M 0.09% 94
2025
Q1 		$107M Sell
1,155,709
-83,978
-7% -$8.18M 0.1% 96
2024
Q4 		$120M Sell
1,239,687
-79,059
-6% -$7.76M 0.12% 81
2024
Q3 		$125M Sell
1,318,746
-44,875
-3% -$4.12M 0.12% 78
2024
Q2 		$123M Buy
1,363,621
+18,905
+1% +$1.67M 0.13% 75
2024
Q1 		$120M Sell
1,344,716
-119,660
-8% -$10.1M 0.13% 72
2023
Q4 		$119M Sell
1,464,376
-315,669
-18% -$23.9M 0.22% 64
2023
Q3 		$130M Sell
1,780,045
-280,213
-14% -$21.3M 0.17% 65
2023
Q2 		$155M Sell
2,060,258
-216,596
-10% -$15.5M 0.21% 58
2023
Q1 		$161M Sell
2,276,854
-1,864,076
-45% -$132M 0.23% 51
2022
Q4 		$282M Buy
+4,140,930
New +$283M 0.42% 36

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

Creative Planning's AVUS Position: Q2 2026 in Review

Creative Planning reduced its Avantis US Equity ETF (AVUS) stake by 3.2% in Q2 2026, selling an estimated $3.86M and leaving 938,149 shares worth $120M. The position accounts for 0.07% of the portfolio, ranked #126.

Creative Planning first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $282M in Q4 2022. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Creative Planning held 938,149 shares of Avantis US Equity ETF worth $120M as of Q2 2026.
  • Creative Planning sold 31,331 Avantis US Equity ETF shares in Q2 2026, an estimated $3.86M.
  • Avantis US Equity ETF made up 0.07% of Creative Planning's portfolio in Q2 2026, its #126 holding.
  • Creative Planning first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's Avantis US Equity ETF position peaked at $282M in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.