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Frankly Finances’s Avantis US Equity ETF AVUS Stock Holding History

Frankly Finances’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 		$2.17M Buy
16,964
+3,244
+24% +$400K 1.72% 17
2026
Q1 		$1.53M Buy
13,720
+6,134
+81% +$702K 1.38% 21
2025
Q4 		$848K Buy
+7,586
New +$836K 0.8% 24

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Frankly Finances's AVUS Position: Q2 2026 in Review

Frankly Finances increased its Avantis US Equity ETF (AVUS) stake by 24% in Q2 2026, buying an estimated $400K and bringing the position to 16,964 shares worth $2.17M. The position accounts for 1.72% of the portfolio, ranked #17.

Frankly Finances first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Frankly Finances held 16,964 shares of Avantis US Equity ETF worth $2.17M as of Q2 2026.
  • Frankly Finances bought 3,244 Avantis US Equity ETF shares in Q2 2026, an estimated $400K.
  • Avantis US Equity ETF made up 1.72% of Frankly Finances's portfolio in Q2 2026, its #17 holding.
  • Frankly Finances first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 411 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.