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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
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 $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

Evoke Wealth's AVUS Position: Q1 2026 in Review

Evoke Wealth increased its Avantis US Equity ETF (AVUS) stake by 141% in Q1 2026, buying an estimated $496K and bringing the position to 7,394 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #311.

Evoke Wealth first reported a position in AVUS in Q3 2022 and has held it in 9 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Evoke Wealth held 7,394 shares of Avantis US Equity ETF worth $822K as of Q1 2026.
  • Evoke Wealth bought 4,330 Avantis US Equity ETF shares in Q1 2026, an estimated $496K.
  • Avantis US Equity ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #311 holding.
  • Evoke Wealth first reported a position in Avantis US Equity ETF in Q3 2022 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 Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.