EWP
AVUS icon

Equity Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Equity Wealth Partners’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 		$426K Sell
3,828
-21
-0.5% -$2.4K 0.28% 52
2025
Q4 		$430K Sell
3,849
-111
-3% -$12.2K 0.28% 50
2025
Q3 		$430K Buy
+3,960
New +$416K 0.35% 53

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ORL
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LPL Financial
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MPW
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
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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
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