Financial Engines Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Financial Engines 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 Q1	$6.12M	Sell	55,039 -51	-0.1%	-$5.84K	0.01%	130
2025 Q4	$6.16M	Buy	55,090 +1,392	+3%	+$153K	0.01%	137
2025 Q3	$5.84M	Buy	53,698 +215	+0.4%	+$22.6K	0.01%	139
2025 Q2	$5.39M	Buy	53,483 +1,771	+3%	+$166K	0.01%	139
2025 Q1	$4.78M	Sell	51,712 -199	-0.4%	-$19.4K	0.01%	135
2024 Q4	$5.03M	Buy	51,911 +5,013	+11%	+$492K	0.01%	137
2024 Q3	$4.46M	Sell	46,898 -8,600	-15%	-$790K	0.01%	127
2024 Q2	$5.01M	Sell	55,498 -169	-0.3%	-$14.9K	0.01%	120
2024 Q1	$4.98M	Buy	+55,667	New	+$4.7M	0.01%	110

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

Financial Engines Advisors's AVUS Position: Q1 2026 in Review

Financial Engines Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.09% in Q1 2026, selling an estimated $5.84K and leaving 55,039 shares worth $6.12M. The position accounts for 0.01% of the portfolio, ranked #130.

Financial Engines Advisors first reported a position in AVUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.16M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Financial Engines Advisors held 55,039 shares of Avantis US Equity ETF worth $6.12M as of Q1 2026.
Financial Engines Advisors sold 51 Avantis US Equity ETF shares in Q1 2026, an estimated $5.84K.
Avantis US Equity ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #130 holding.
Financial Engines Advisors first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Financial Engines Advisors's Avantis US Equity ETF position peaked at $6.16M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.