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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
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

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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Elevation Wealth Partners's AVUS Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avantis US Equity ETF (AVUS) stake by 20% in Q2 2026, buying an estimated $715K and bringing the position to 34,142 shares worth $4.37M. The position accounts for 1.31% of the portfolio, ranked #18.

Elevation Wealth Partners first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Elevation Wealth Partners held 34,142 shares of Avantis US Equity ETF worth $4.37M as of Q2 2026.
  • Elevation Wealth Partners bought 5,807 Avantis US Equity ETF shares in Q2 2026, an estimated $715K.
  • Avantis US Equity ETF made up 1.31% of Elevation Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Elevation Wealth Partners first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.