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Edge Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Edge Financial 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
2025
Q4 		$666K Sell
5,960
-400
-6% -$44.1K 0.28% 70
2025
Q3 		$691K Sell
6,360
-50
-0.8% -$5.25K 0.31% 68
2025
Q2 		$648K Buy
+6,410
New +$600K 0.34% 51

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $176M AUM
HWM
HB Wealth Management Atlanta, Georgia $15.5B 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Edge Financial Advisors's AVUS Position: Q4 2025 in Review

Edge Financial Advisors reduced its Avantis US Equity ETF (AVUS) stake by 6.3% in Q4 2025, selling an estimated $44.1K and leaving 5,960 shares worth $666K. The position accounts for 0.28% of the portfolio, ranked #70.

Edge Financial Advisors first reported a position in AVUS in Q2 2025 and has held it in 3 quarters since. The position peaked at $691K in Q3 2025. 519 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Edge Financial Advisors held 5,960 shares of Avantis US Equity ETF worth $666K as of Q4 2025.
  • Edge Financial Advisors sold 400 Avantis US Equity ETF shares in Q4 2025, an estimated $44.1K.
  • Avantis US Equity ETF made up 0.28% of Edge Financial Advisors's portfolio in Q4 2025, its #70 holding.
  • Edge Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Edge Financial Advisors's Avantis US Equity ETF position peaked at $691K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.