EH
AVUS icon

Equitable Holdings’s Avantis US Equity ETF AVUS Stock Holding History

Equitable Holdings’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 		$2.14M Buy
19,142
+9,046
+90% +$1.04M 0.01% 698
2025
Q4 		$1.13M Sell
10,096
-113
-1% -$12.4K 0.01% 819
2025
Q3 		$1.11M Buy
10,209
+878
+9% +$92.1K 0.01% 806
2025
Q2 		$941K Buy
9,331
+1,832
+24% +$172K 0.01% 814
2025
Q1 		$693K Buy
7,499
+758
+11% +$73.9K 0.01% 819
2024
Q4 		$653K Buy
6,741
+1,590
+31% +$156K 0.01% 800
2024
Q3 		$490K Buy
5,151
+941
+22% +$86.4K ﹤0.01% 872
2024
Q2 		$380K Buy
4,210
+646
+18% +$57.1K ﹤0.01% 926
2024
Q1 		$319K Buy
+3,564
New +$301K ﹤0.01% 941

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Equitable Holdings's AVUS Position: Q1 2026 in Review

Equitable Holdings increased its Avantis US Equity ETF (AVUS) stake by 90% in Q1 2026, buying an estimated $1.04M and bringing the position to 19,142 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #698.

Equitable Holdings first reported a position in AVUS in Q1 2024 and has held it in 9 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Equitable Holdings held 19,142 shares of Avantis US Equity ETF worth $2.14M as of Q1 2026.
  • Equitable Holdings bought 9,046 Avantis US Equity ETF shares in Q1 2026, an estimated $1.04M.
  • Avantis US Equity ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #698 holding.
  • Equitable Holdings first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.