Focus Partners Wealth
AVUS icon

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

Focus Partners 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 		$233M Sell
1,958,899
-20,703
-1% -$2.37M 0.26% 85
2025
Q4 		$221M Buy
1,979,602
+52,018
+3% +$5.73M 0.25% 83
2025
Q3 		$210M Sell
1,927,584
-930
-0% -$97.6K 0.34% 63
2025
Q2 		$194M Buy
1,928,514
+1,584,262
+460% +$148M 0.42% 48
2025
Q1 		$31.8M Sell
344,252
-5,038
-1% -$491K 0.08% 239
2024
Q4 		$33.9M Buy
349,290
+19,513
+6% +$1.92M 0.09% 223
2024
Q3 		$31.4M Buy
+329,777
New +$30.3M 0.1% 200

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Focus Partners Wealth reduced its Avantis US Equity ETF (AVUS) stake by 1% in Q1 2026, selling an estimated $2.37M and leaving 1,958,899 shares worth $233M. The position accounts for 0.26% of the portfolio, ranked #85.

Focus Partners Wealth first reported a position in AVUS in Q3 2024 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Focus Partners Wealth held 1,958,899 shares of Avantis US Equity ETF worth $233M as of Q1 2026.
  • Focus Partners Wealth sold 20,703 Avantis US Equity ETF shares in Q1 2026, an estimated $2.37M.
  • Avantis US Equity ETF made up 0.26% of Focus Partners Wealth's portfolio in Q1 2026, its #85 holding.
  • Focus Partners Wealth first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.