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

FAS 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	$845K	Buy	7,604 +95	+1%	+$10.9K	0.05%	183
2025 Q4	$839K	Sell	7,509 -2,656	-26%	-$293K	0.05%	178
2025 Q3	$1.1M	Sell	10,165 -142	-1%	-$14.9K	0.07%	156
2025 Q2	$1.04M	Buy	10,307 +349	+4%	+$32.7K	0.08%	151
2025 Q1	$920K	Buy	9,958 +6,969	+233%	+$679K	0.08%	159
2024 Q4	$290K	Sell	2,989 -618	-17%	-$60.7K	0.02%	262
2024 Q3	$343K	Sell	3,607 -148,454	-98%	-$13.6M	0.03%	253
2024 Q2	$13.7M	Buy	152,061 +2,877	+2%	+$254K	1.19%	19
2024 Q1	$13.4M	Buy	149,184 +3,315	+2%	+$280K	1.18%	19
2023 Q4	$11.9M	Buy	145,869 +1,597	+1%	+$121K	1.13%	19
2023 Q3	$10.6M	Buy	+144,272	New	+$11M	1.13%	20
2023 Q2	–	Sell	-140,654	Closed	-$9.97M	–	411
2023 Q1	$9.97M	Buy	140,654 +25,168	+22%	+$1.78M	1.08%	19
2022 Q4	$7.85M	Buy	+115,486	New	+$7.89M	0.89%	20

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

FAS Wealth Partners's AVUS Position: Q1 2026 in Review

FAS Wealth Partners increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q1 2026, buying an estimated $10.9K and bringing the position to 7,604 shares worth $845K. The position accounts for 0.05% of the portfolio, ranked #183.

FAS Wealth Partners first reported a position in AVUS in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.7M in Q2 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

FAS Wealth Partners held 7,604 shares of Avantis US Equity ETF worth $845K as of Q1 2026.
FAS Wealth Partners bought 95 Avantis US Equity ETF shares in Q1 2026, an estimated $10.9K.
Avantis US Equity ETF made up 0.05% of FAS Wealth Partners's portfolio in Q1 2026, its #183 holding.
FAS Wealth Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 13 quarters since.
FAS Wealth Partners's Avantis US Equity ETF position peaked at $13.7M in Q2 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.