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FMB Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

FMB Wealth Management’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 		$21.7M Buy
169,588
+429
+0.3% +$52.9K 7.99% 3
2026
Q1 		$18.8M Buy
169,159
+17,054
+11% +$1.95M 7.78% 3
2025
Q4 		$17M Buy
152,105
+7,873
+5% +$867K 6.71% 3
2025
Q3 		$15.7M Buy
144,232
+4,284
+3% +$450K 6.64% 3
2025
Q2 		$14.1M Buy
139,948
+14,863
+12% +$1.39M 6.72% 3
2025
Q1 		$11.6M Buy
125,085
+11,668
+10% +$1.14M 6.39% 3
2024
Q4 		$11M Sell
113,417
-316
-0.3% -$31K 6.19% 3
2024
Q3 		$10.8M Buy
113,733
+3,123
+3% +$287K 6.12% 4
2024
Q2 		$9.98M Sell
110,610
-3,418
-3% -$302K 7.59% 2
2024
Q1 		$10.2M Sell
114,028
-90
-0.1% -$7.6K 8.14% 2
2023
Q4 		$9.31M Sell
114,118
-568
-0.5% -$43K 8.5% 2
2023
Q3 		$8.4M Buy
114,686
+242
+0.2% +$18.4K 9.02% 2
2023
Q2 		$8.61M Hold
114,444
– – 9.14% 2
2023
Q1 		$8.11M Buy
114,444
+604
+0.5% +$42.7K 9.68% 2
2022
Q4 		$7.74M Buy
+113,840
New +$7.78M 9.97% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

FMB Wealth Management's AVUS Position: Q2 2026 in Review

FMB Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.25% in Q2 2026, buying an estimated $52.9K and bringing the position to 169,588 shares worth $21.7M. The position accounts for 7.99% of the portfolio, ranked #3.

FMB Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • FMB Wealth Management held 169,588 shares of Avantis US Equity ETF worth $21.7M as of Q2 2026.
  • FMB Wealth Management bought 429 Avantis US Equity ETF shares in Q2 2026, an estimated $52.9K.
  • Avantis US Equity ETF made up 7.99% of FMB Wealth Management's portfolio in Q2 2026, its #3 holding.
  • FMB Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.