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Forum Financial Management’s Avantis US Equity ETF AVUS Stock Holding History

Forum Financial 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 		$3.87M Sell
30,242
-503
-2% -$62K 0.05% 63
2026
Q1 		$3.42M Sell
30,745
-1,486
-5% -$170K 0.05% 66
2025
Q4 		$3.6M Sell
32,231
-3,405
-10% -$375K 0.05% 91
2025
Q3 		$3.87M Sell
35,636
-8,480
-19% -$890K 0.05% 76
2025
Q2 		$4.45M Buy
44,116
+19,149
+77% +$1.79M 0.07% 61
2025
Q1 		$2.31M Buy
+24,967
New +$2.43M 0.04% 102
2024
Q4 		– Sell
-36,023
Closed -$3.43M – 921
2024
Q3 		$3.43M Buy
36,023
+7,512
+26% +$690K 0.06% 65
2024
Q2 		$2.57M Sell
28,511
-31,044
-52% -$2.74M 0.05% 72
2024
Q1 		$5.33M Sell
59,555
-6,676
-10% -$564K 0.09% 50
2023
Q4 		$5.4M Buy
66,231
+1,274
+2% +$96.4K 0.1% 44
2023
Q3 		$4.76M Buy
64,957
+3,572
+6% +$271K 0.11% 44
2023
Q2 		$4.62M Buy
61,385
+426
+0.7% +$30.5K 0.1% 43
2023
Q1 		$4.32M Buy
60,959
+52,117
+589% +$3.69M 0.12% 42
2022
Q4 		$601K Buy
8,842
+973
+12% +$66.5K 0.02% 217
2022
Q3 		$491K Buy
+7,869
New +$540K 0.02% 223

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

Forum Financial Management's AVUS Position: Q2 2026 in Review

Forum Financial Management reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q2 2026, selling an estimated $62K and leaving 30,242 shares worth $3.87M. The position accounts for 0.05% of the portfolio, ranked #63.

Forum Financial Management first reported a position in AVUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.4M in Q4 2023. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Forum Financial Management held 30,242 shares of Avantis US Equity ETF worth $3.87M as of Q2 2026.
  • Forum Financial Management sold 503 Avantis US Equity ETF shares in Q2 2026, an estimated $62K.
  • Avantis US Equity ETF made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #63 holding.
  • Forum Financial Management first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Forum Financial Management's Avantis US Equity ETF position peaked at $5.4M in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.