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Foundations Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Foundations Investment 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
2026
Q1 		$8.39M Sell
75,466
-58,716
-44% -$6.72M 0.1% 169
2025
Q4 		$15M Sell
134,182
-1,063
-0.8% -$117K 0.2% 113
2025
Q3 		$14.7M Buy
135,245
+2,700
+2% +$283K 0.21% 108
2025
Q2 		$13.4M Buy
132,545
+5,065
+4% +$474K 0.21% 114
2025
Q1 		$11.8M Buy
127,480
+3,003
+2% +$293K 0.22% 111
2024
Q4 		$12.1M Buy
124,477
+3,248
+3% +$319K 0.23% 99
2024
Q3 		$11.5M Buy
121,229
+43,317
+56% +$3.98M 0.24% 92
2024
Q2 		$7.03M Buy
77,912
+5,425
+7% +$479K 0.17% 107
2024
Q1 		$6.49M Buy
72,487
+3,551
+5% +$300K 0.17% 108
2023
Q4 		$5.71M Buy
68,936
+1,996
+3% +$151K 0.15% 108
2023
Q3 		$4.9M Buy
66,940
+13,558
+25% +$1.03M 0.15% 111
2023
Q2 		$4.01M Buy
53,382
+15,060
+39% +$1.08M 0.13% 109
2023
Q1 		$2.72M Buy
38,322
+9,605
+33% +$680K 0.1% 133
2022
Q4 		$1.95M Sell
28,717
-64,041
-69% -$4.38M 0.08% 133
2022
Q3 		$5.78M Sell
92,758
-6,809
-7% -$468K 0.25% 50
2022
Q2 		$6.53M Buy
99,567
+45,390
+84% +$3.22M 0.27% 46
2022
Q1 		$4.08M Buy
54,177
+31,938
+144% +$2.43M 0.16% 53
2021
Q4 		$1.78M Buy
22,239
+9,660
+77% +$756K 0.07% 95
2021
Q3 		$938K Buy
12,579
+961
+8% +$72.3K 0.04% 117
2021
Q2 		$869K Buy
11,618
+363
+3% +$26.4K 0.04% 110
2021
Q1 		$797K Buy
+11,255
New +$753K 0.05% 96

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Foundations Investment Advisors's AVUS Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Avantis US Equity ETF (AVUS) stake by 44% in Q1 2026, selling an estimated $6.72M and leaving 75,466 shares worth $8.39M. The position accounts for 0.1% of the portfolio, ranked #169.

Foundations Investment Advisors first reported a position in AVUS in Q1 2021 and has held it in 21 quarters since. The position peaked at $15M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Foundations Investment Advisors held 75,466 shares of Avantis US Equity ETF worth $8.39M as of Q1 2026.
  • Foundations Investment Advisors sold 58,716 Avantis US Equity ETF shares in Q1 2026, an estimated $6.72M.
  • Avantis US Equity ETF made up 0.1% of Foundations Investment Advisors's portfolio in Q1 2026, its #169 holding.
  • Foundations Investment Advisors first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's Avantis US Equity ETF position peaked at $15M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.