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 Q2	$278K	Buy	2,173 +91	+4%	+$11.2K	0.16%	72
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 $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

Elevate Wealth Advisory's AVUS Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Avantis US Equity ETF (AVUS) stake by 4.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,173 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #72.

Elevate Wealth Advisory first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $838K in Q1 2025. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Elevate Wealth Advisory held 2,173 shares of Avantis US Equity ETF worth $278K as of Q2 2026.
Elevate Wealth Advisory bought 91 Avantis US Equity ETF shares in Q2 2026, an estimated $11.2K.
Avantis US Equity ETF made up 0.16% of Elevate Wealth Advisory's portfolio in Q2 2026, its #72 holding.
Elevate Wealth Advisory first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Avantis US Equity ETF position peaked at $838K in Q1 2025.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.