Echo Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Echo Wealth Management’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	$9.28M	Buy	72,452 +309	+0.4%	+$38.1K	4.74%	7
2026 Q1	$8.02M	Sell	72,143 -8,418	-10%	-$964K	4.62%	6
2025 Q4	$9.01M	Sell	80,561 -13,920	-15%	-$1.53M	5.26%	5
2025 Q3	$10.3M	Buy	94,481 +858	+0.9%	+$90K	5.99%	6
2025 Q2	$9.44M	Buy	93,623 +3,898	+4%	+$365K	5.78%	6
2025 Q1	$8.29M	Buy	89,725 +1,484	+2%	+$145K	5.6%	6
2024 Q4	$8.55M	Sell	88,241 -495	-0.6%	-$48.6K	5.91%	7
2024 Q3	$8.49M	Sell	88,736 -3,845	-4%	-$353K	5.94%	8
2024 Q2	$8.35M	Buy	92,581 +4,182	+5%	+$370K	6.29%	6
2024 Q1	$7.91M	Sell	88,399 -6,353	-7%	-$536K	6.56%	6
2023 Q4	$7.69M	Sell	94,752 -2,578	-3%	-$195K	7.17%	4
2023 Q3	$7.13M	Buy	97,330 +1,562	+2%	+$119K	7.68%	3
2023 Q2	$7.34M	Sell	95,768 -3,867	-4%	-$277K	7.93%	3
2023 Q1	$7.06M	Buy	99,635 +822	+0.8%	+$58.2K	7.8%	3
2022 Q4	$7.05M	Buy	98,813 +24,408	+33%	+$1.67M	7.51%	2
2022 Q3	$4.97M	Buy	+74,405	New	+$5.11M	6.54%	4

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Echo Wealth Management's AVUS Position: Q2 2026 in Review

Echo Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.43% in Q2 2026, buying an estimated $38.1K and bringing the position to 72,452 shares worth $9.28M. The position accounts for 4.74% of the portfolio, ranked #7.

Echo Wealth Management first reported a position in AVUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.3M in Q3 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Echo Wealth Management held 72,452 shares of Avantis US Equity ETF worth $9.28M as of Q2 2026.
Echo Wealth Management bought 309 Avantis US Equity ETF shares in Q2 2026, an estimated $38.1K.
Avantis US Equity ETF made up 4.74% of Echo Wealth Management's portfolio in Q2 2026, its #7 holding.
Echo Wealth Management first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 16 quarters since.
Echo Wealth Management's Avantis US Equity ETF position peaked at $10.3M in Q3 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.