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Fortis Group Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Fortis Group 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
2025
Q3 		– Sell
-18,181
Closed -$1.87M – 539
2025
Q2 		$1.87M Sell
18,181
-14,249
-44% -$1.33M 0.34% 74
2025
Q1 		$3M Buy
32,430
+19,924
+159% +$1.94M 0.58% 52
2024
Q4 		$1.21M Buy
12,506
+2,407
+24% +$236K 0.23% 93
2024
Q3 		$961K Buy
+10,099
New +$927K 0.18% 97

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Fortis Group Advisors's AVUS Position: Q3 2025 in Review

Fortis Group Advisors sold out of Avantis US Equity ETF (AVUS) in Q3 2025, closing a stake of 18,181 shares — an estimated $1.87M sold.

Fortis Group Advisors first reported a position in AVUS in Q3 2024 and held it in 4 quarters. The position peaked at $3M in Q1 2025. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Fortis Group Advisors reported no remaining Avantis US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 18,181 Avantis US Equity ETF shares in Q3 2025, an estimated $1.87M.
  • Fortis Group Advisors first reported a position in Avantis US Equity ETF in Q3 2024 and held it in 4 quarters.
  • Fortis Group Advisors's Avantis US Equity ETF position peaked at $3M in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.