Envestnet Asset Management
AVUS icon

Envestnet Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Envestnet Asset Management’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
Q1 		$204M Buy
1,831,442
+146,761
+9% +$16.8M 0.05% 326
2025
Q4 		$188M Buy
1,684,681
+62,954
+4% +$6.93M 0.06% 313
2025
Q3 		$176M Sell
1,621,727
-53,125
-3% -$5.57M 0.05% 350
2025
Q2 		$169M Buy
1,674,852
+36,729
+2% +$3.44M 0.05% 353
2025
Q1 		$151M Sell
1,638,123
-89,873
-5% -$8.76M 0.05% 354
2024
Q4 		$167M Buy
1,727,996
+25,687
+2% +$2.52M 0.05% 331
2024
Q3 		$162M Buy
1,702,309
+70,031
+4% +$6.43M 0.05% 342
2024
Q2 		$147M Buy
1,632,278
+104,125
+7% +$9.2M 0.05% 334
2024
Q1 		$137M Buy
1,528,153
+173,530
+13% +$14.7M 0.05% 355
2023
Q4 		$110M Buy
1,354,623
+160,900
+13% +$12.2M 0.05% 383
2023
Q3 		$87.5M Buy
1,193,723
+15,480
+1% +$1.18M 0.04% 422
2023
Q2 		$88.6M Buy
1,178,243
+450,366
+62% +$32.2M 0.04% 371
2023
Q1 		$51.6M Buy
727,877
+335,556
+86% +$23.7M 0.02% 494
2022
Q4 		$26.7M Buy
392,321
+94,518
+32% +$6.46M 0.01% 713
2022
Q3 		$18.6M Buy
297,803
+59,745
+25% +$4.1M 0.01% 821
2022
Q2 		$15.5M Buy
238,058
+51,791
+28% +$3.67M 0.01% 920
2022
Q1 		$14.4M Buy
186,267
+35,612
+24% +$2.71M 0.01% 1013
2021
Q4 		$12.1M Buy
150,655
+39,040
+35% +$3.06M 0.01% 1094
2021
Q3 		$8.23M Buy
111,615
+41,556
+59% +$3.13M ﹤0.01% 1249
2021
Q2 		$5.2M Buy
70,059
+53,409
+321% +$3.89M ﹤0.01% 1495
2021
Q1 		$1.16M Buy
+16,650
New +$1.11M ﹤0.01% 2296

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's AVUS Position: Q1 2026 in Review

Envestnet Asset Management increased its Avantis US Equity ETF (AVUS) stake by 8.7% in Q1 2026, buying an estimated $16.8M and bringing the position to 1,831,442 shares worth $204M. The position accounts for 0.05% of the portfolio, ranked #326.

Envestnet Asset Management first reported a position in AVUS in Q1 2021 and has held it in 21 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Envestnet Asset Management held 1,831,442 shares of Avantis US Equity ETF worth $204M as of Q1 2026.
  • Envestnet Asset Management bought 146,761 Avantis US Equity ETF shares in Q1 2026, an estimated $16.8M.
  • Avantis US Equity ETF made up 0.05% of Envestnet Asset Management's portfolio in Q1 2026, its #326 holding.
  • Envestnet Asset Management first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.