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EP Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

EP Wealth Advisors’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 		$31.9M Sell
248,728
-767
-0.3% -$94.5K 0.12% 131
2026
Q1 		$27.7M Buy
249,495
+246,278
+7,656% +$28.2M 0.14% 109
2025
Q4 		$360K Buy
+3,217
New +$354K ﹤0.01% 1033
2025
Q2 		$216K Hold
2,145
– – ﹤0.01% 1212
2025
Q1 		$198K Hold
2,145
– – ﹤0.01% 1137
2024
Q4 		$208K Buy
+2,145
New +$211K ﹤0.01% 1057
2024
Q1 		– Sell
-9,236
Closed -$753K – 836
2023
Q4 		$753K Buy
+9,236
New +$699K 0.01% 416

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 $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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

EP Wealth Advisors's AVUS Position: Q2 2026 in Review

EP Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.31% in Q2 2026, selling an estimated $94.5K and leaving 248,728 shares worth $31.9M. The position accounts for 0.12% of the portfolio, ranked #131.

EP Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • EP Wealth Advisors held 248,728 shares of Avantis US Equity ETF worth $31.9M as of Q2 2026.
  • EP Wealth Advisors sold 767 Avantis US Equity ETF shares in Q2 2026, an estimated $94.5K.
  • Avantis US Equity ETF made up 0.12% of EP Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • EP Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.