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

Evanson 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 		$1.92M Buy
17,245
+23
+0.1% +$2.63K 0.1% 96
2025
Q4 		$1.93M Buy
17,222
+5,626
+49% +$620K 0.1% 90
2025
Q3 		$1.26M Buy
11,596
+412
+4% +$43.2K 0.07% 116
2025
Q2 		$1.13M Buy
11,184
+1,267
+13% +$119K 0.07% 124
2025
Q1 		$916K Sell
9,917
-423
-4% -$41.2K 0.06% 129
2024
Q4 		$1M Buy
10,340
+78
+0.8% +$7.66K 0.07% 123
2024
Q3 		$976K Sell
10,262
-56
-0.5% -$5.14K 0.07% 122
2024
Q2 		$931K Buy
10,318
+604
+6% +$53.4K 0.07% 121
2024
Q1 		$869K Buy
9,714
+1,424
+17% +$120K 0.06% 125
2023
Q4 		$676K Buy
8,290
+177
+2% +$13.4K 0.05% 137
2023
Q3 		$594K Buy
8,113
+420
+5% +$31.9K 0.05% 142
2023
Q2 		$578K Buy
7,693
+298
+4% +$21.3K 0.05% 141
2023
Q1 		$524K Buy
7,395
+1,056
+17% +$74.7K 0.05% 152
2022
Q4 		$431K Buy
6,339
+1,493
+31% +$102K 0.05% 166
2022
Q3 		$302K Buy
4,846
+966
+25% +$66.3K 0.04% 204
2022
Q2 		$252K Buy
3,880
+724
+23% +$51.4K 0.03% 225
2022
Q1 		$243K Buy
3,156
+166
+6% +$12.6K 0.02% 251
2021
Q4 		$240K Buy
+2,990
New +$234K 0.02% 258

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
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

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

Evanson Asset Management increased its Avantis US Equity ETF (AVUS) stake by 0.13% in Q1 2026, buying an estimated $2.63K and bringing the position to 17,245 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #96.

Evanson Asset Management first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Evanson Asset Management held 17,245 shares of Avantis US Equity ETF worth $1.92M as of Q1 2026.
  • Evanson Asset Management bought 23 Avantis US Equity ETF shares in Q1 2026, an estimated $2.63K.
  • Avantis US Equity ETF made up 0.1% of Evanson Asset Management's portfolio in Q1 2026, its #96 holding.
  • Evanson Asset Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Evanson Asset Management's Avantis US Equity ETF position peaked at $1.93M in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.