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
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 $15.4B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $376B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM