Elevation Wealth Partners
AVUS icon

Elevation Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Elevation Wealth Partners’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
Q3 		$4.95M Buy
38,679
+4,537
+13% +$586K 1.39% 16
2026
Q2 		$4.37M Buy
34,142
+5,807
+20% +$715K 1.31% 18
2026
Q1 		$3.15M Sell
28,335
-830
-3% -$95K 1.13% 22
2025
Q4 		$3.26M Sell
29,165
-507
-2% -$55.8K 1.15% 24
2025
Q3 		$3.23M Sell
29,672
-1,225
-4% -$129K 1.16% 24
2025
Q2 		$3.12M Buy
30,897
+17
+0.1% +$1.59K 1.23% 20
2025
Q1 		$2.85M Buy
+30,880
New +$3.01M 1.23% 19
2024
Q4 		– Sell
-31,197
Closed -$2.97M – 505
2024
Q3 		$2.97M Sell
31,197
-1,174
-4% -$108K 1.27% 18
2024
Q2 		$2.92M Buy
32,371
+1,081
+3% +$95.5K 1.38% 17
2024
Q1 		$2.8M Buy
31,290
+240
+0.8% +$20.3K 1.4% 17
2023
Q4 		$2.27M Sell
31,050
-120
-0.4% -$9.08K 1.36% 16
2023
Q3 		$2.28M Buy
31,170
+373
+1% +$28.3K 1.97% 9
2023
Q2 		$2.32M Buy
30,797
+567
+2% +$40.6K 1.95% 10
2023
Q1 		$2.14M Buy
+30,230
New +$2.14M 1.96% 10

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Elevation Wealth Partners's AVUS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Avantis US Equity ETF (AVUS) stake by 13% in Q3 2026, buying an estimated $586K and bringing the position to 38,679 shares worth $4.95M. The position accounts for 1.39% of the portfolio, ranked #16.

Elevation Wealth Partners first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Elevation Wealth Partners held 38,679 shares of Avantis US Equity ETF worth $4.95M as of Q3 2026.
  • Elevation Wealth Partners bought 4,537 Avantis US Equity ETF shares in Q3 2026, an estimated $586K.
  • Avantis US Equity ETF made up 1.39% of Elevation Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Elevation Wealth Partners first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.