Endeavor Private Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Endeavor Private Wealth’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	$10.4M	Buy	81,585 +11,105	+16%	+$1.37M	2.54%	8
2026 Q1	$7.84M	Sell	70,480 -1,598	-2%	-$183K	2.25%	9
2025 Q4	$8.06M	Sell	72,078 -12,378	-15%	-$1.36M	2.31%	10
2025 Q3	$9.18M	Sell	84,456 -1,127	-1%	-$118K	2.84%	3
2025 Q2	$8.63M	Buy	85,583 +11,586	+16%	+$1.08M	4.08%	2
2025 Q1	$6.84M	Buy	73,997 +5,016	+7%	+$489K	3.71%	3
2024 Q4	$6.69M	Buy	+68,981	New	+$6.77M	6.35%	2

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

Endeavor Private Wealth's AVUS Position: Q2 2026 in Review

Endeavor Private Wealth increased its Avantis US Equity ETF (AVUS) stake by 16% in Q2 2026, buying an estimated $1.37M and bringing the position to 81,585 shares worth $10.4M. The position accounts for 2.54% of the portfolio, ranked #8.

Endeavor Private Wealth first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Endeavor Private Wealth held 81,585 shares of Avantis US Equity ETF worth $10.4M as of Q2 2026.
Endeavor Private Wealth bought 11,105 Avantis US Equity ETF shares in Q2 2026, an estimated $1.37M.
Avantis US Equity ETF made up 2.54% of Endeavor Private Wealth's portfolio in Q2 2026, its #8 holding.
Endeavor Private Wealth first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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