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

EverSource 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 		– Sell
-266
Closed -$29.6K – 4405
2026
Q1 		$29.6K Sell
266
-488
-65% -$55.9K ﹤0.01% 2251
2025
Q4 		$84.3K Buy
754
+219
+41% +$24.1K ﹤0.01% 1404
2025
Q3 		$58.2K Buy
535
+177
+49% +$18.6K ﹤0.01% 1593
2025
Q2 		$36.1K Buy
358
+208
+139% +$19.5K ﹤0.01% 1842
2025
Q1 		$13.9K Sell
150
-1,365
-90% -$133K ﹤0.01% 1909
2024
Q4 		$147K Buy
1,515
+154
+11% +$15.1K 0.01% 778
2024
Q3 		$129K Buy
1,361
+4
+0.3% +$367 0.01% 707
2024
Q2 		$126K Buy
1,357
+11
+0.8% +$972 0.01% 715
2024
Q1 		$115K Sell
1,346
-49,387
-97% -$4.17M 0.01% 660
2023
Q4 		$4.14M Sell
50,733
-856
-2% -$64.8K 0.38% 66
2023
Q3 		$3.78M Buy
51,589
+2,072
+4% +$157K 0.4% 67
2023
Q2 		$3.72M Sell
49,517
-1,690
-3% -$121K 0.41% 66
2023
Q1 		$3.63M Buy
51,207
+323
+0.6% +$22.9K 0.45% 58
2022
Q4 		$3.46M Buy
50,884
+763
+2% +$52.1K 0.52% 49
2022
Q3 		$3.13M Buy
50,121
+3,402
+7% +$234K 0.72% 29
2022
Q2 		$3.04M Buy
46,719
+475
+1% +$33.7K 0.78% 27
2022
Q1 		$3.56M Buy
46,244
+2,240
+5% +$171K 0.9% 24
2021
Q4 		$3.53M Buy
+44,004
New +$3.45M 0.99% 20

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 $907M AUM 17.94% 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 22.9% 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

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

EverSource Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 266 shares — an estimated $29.6K sold.

EverSource Wealth Advisors first reported a position in AVUS in Q4 2021 and held it in 18 quarters. The position peaked at $4.14M in Q4 2023. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 266 Avantis US Equity ETF shares in Q2 2026, an estimated $29.6K.
  • EverSource Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 18 quarters.
  • EverSource Wealth Advisors's Avantis US Equity ETF position peaked at $4.14M in Q4 2023.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.