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

Evoke Wealth’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	-7,394	Closed	-$822K	–	56
2026 Q1	$822K	Buy	7,394 +4,330	+141%	+$496K	0.01%	311
2025 Q4	$342K	Sell	3,064 -931	-23%	-$103K	0.01%	485
2025 Q3	$434K	Buy	3,995 +931	+30%	+$97.7K	0.01%	401
2025 Q2	$309K	Hold	3,064	–	–	0.01%	450
2025 Q1	$283K	Buy	3,064 +513	+20%	+$50K	0.01%	366
2024 Q4	$247K	Hold	2,551	–	–	0.01%	377
2024 Q3	$243K	Buy	+2,551	New	+$234K	0.01%	368
2024 Q2	–	Sell	-2,551	Closed	-$228K	–	129
2024 Q1	$228K	Buy	+2,551	New	+$215K	0.01%	361
2022 Q4	–	Sell	-2,079	Closed	-$130K	–	422
2022 Q3	$130K	Buy	+2,079	New	+$143K	0.01%	379

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Evoke Wealth's AVUS Position: Q2 2026 in Review

Evoke Wealth sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 7,394 shares — an estimated $822K sold.

Evoke Wealth first reported a position in AVUS in Q3 2022 and held it in 9 quarters. The position peaked at $822K in Q1 2026. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Evoke Wealth reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 7,394 Avantis US Equity ETF shares in Q2 2026, an estimated $822K.
Evoke Wealth first reported a position in Avantis US Equity ETF in Q3 2022 and held it in 9 quarters.
Evoke Wealth's Avantis US Equity ETF position peaked at $822K in Q1 2026.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.