Elevate Wealth Advisory’s Avantis US Equity ETF AVUS Stock Holding History

Elevate Wealth Advisory’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	$231K	Hold	2,082	–	–	0.15%	75
2025 Q4	$233K	Buy	2,082 +11	+0.5%	+$1.21K	0.16%	66
2025 Q3	$225K	Sell	2,071 -42	-2%	-$4.41K	0.16%	67
2025 Q2	$213K	Sell	2,113 -6,960	-77%	-$652K	0.15%	73
2025 Q1	$838K	Buy	9,073 +6,513	+254%	+$635K	0.59%	32
2024 Q4	$248K	Sell	2,560 -6	-0.2%	-$589	0.19%	62
2024 Q3	$244K	Buy	2,566 +5	+0.2%	+$459	0.18%	61
2024 Q2	$231K	Sell	2,561 -150	-6%	-$13.3K	0.19%	58
2024 Q1	$243K	Buy	2,711 +696	+35%	+$58.8K	0.21%	53
2023 Q4	$164K	Buy	+2,015	New	+$152K	0.15%	62

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Elevate Wealth Advisory's AVUS Position: Q1 2026 in Review

Elevate Wealth Advisory held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 2,082 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #75.

Elevate Wealth Advisory first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $838K in Q1 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Elevate Wealth Advisory held 2,082 shares of Avantis US Equity ETF worth $231K as of Q1 2026.
Elevate Wealth Advisory left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.15% of Elevate Wealth Advisory's portfolio in Q1 2026, its #75 holding.
Elevate Wealth Advisory first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Avantis US Equity ETF position peaked at $838K in Q1 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.