Outbound Financial Inc’s Avantis US Equity ETF AVUS Stock Holding History

Outbound Financial Inc’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	$11.2M	Sell	87,592 -304	-0.3%	-$37.5K	7.27%	3
2026 Q1	$9.77M	Sell	87,896 -144	-0.2%	-$16.5K	7.33%	3
2025 Q4	$9.84M	Sell	88,040 -418	-0.5%	-$46K	7.66%	3
2025 Q3	$9.62M	Sell	88,458 -336	-0.4%	-$35.3K	7.84%	3
2025 Q2	$8.95M	Buy	+88,794	New	+$8.31M	8.18%	3

Other funds holding AVUS

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Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return