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First United Bank & Trust’s Avantis US Equity ETF AVUS Stock Holding History

First United Bank & Trust’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
2025
Q4 		– Sell
-45
Closed -$4.89K – 397
2025
Q3 		$4.89K Buy
+45
New +$4.72K ﹤0.01% 376

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ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First United Bank & Trust's AVUS Position: Q4 2025 in Review

First United Bank & Trust sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 45 shares — an estimated $4.89K sold.

First United Bank & Trust first reported a position in AVUS in Q3 2025 and held it in 1 quarter. The position peaked at $4.89K in Q3 2025. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • First United Bank & Trust reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • First United Bank & Trust sold 45 Avantis US Equity ETF shares in Q4 2025, an estimated $4.89K.
  • First United Bank & Trust first reported a position in Avantis US Equity ETF in Q3 2025 and held it in 1 quarter.
  • First United Bank & Trust's Avantis US Equity ETF position peaked at $4.89K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on First United Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.