Envestnet Portfolio Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-1,897	Closed	-$212K	–	1301
2025 Q4	$212K	Sell	1,897 -72	-4%	-$7.93K	﹤0.01%	1442
2025 Q3	$214K	Sell	1,969 -18	-0.9%	-$1.89K	﹤0.01%	1399
2025 Q2	$200K	Buy	+1,987	New	+$186K	﹤0.01%	1501
2025 Q1	–	Sell	-4,381	Closed	-$425K	–	1554
2024 Q4	$425K	Sell	4,381 -1,322	-23%	-$130K	﹤0.01%	1317
2024 Q3	$543K	Sell	5,703 -657	-10%	-$60.3K	﹤0.01%	1157
2024 Q2	$574K	Sell	6,360 -1,298	-17%	-$115K	﹤0.01%	1081
2024 Q1	$685K	Buy	7,658 +488	+7%	+$41.2K	﹤0.01%	988
2023 Q4	$585K	Buy	7,170 +1,088	+18%	+$82.3K	﹤0.01%	985
2023 Q3	$446K	Buy	+6,082	New	+$462K	﹤0.01%	1034

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Envestnet Portfolio Solutions's AVUS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 1,897 shares — an estimated $212K sold.

Envestnet Portfolio Solutions first reported a position in AVUS in Q3 2023 and held it in 9 quarters. The position peaked at $685K in Q1 2024. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,897 Avantis US Equity ETF shares in Q1 2026, an estimated $212K.
Envestnet Portfolio Solutions first reported a position in Avantis US Equity ETF in Q3 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's Avantis US Equity ETF position peaked at $685K in Q1 2024.
556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.