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

Gateway Wealth Partners’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	$18.6M	Sell	145,032 -127,490	-47%	-$15.7M	1.11%	9
2026 Q1	$30.3M	Buy	272,522 +154,609	+131%	+$17.7M	1.18%	7
2025 Q4	$13.2M	Buy	117,913 +2,046	+2%	+$225K	1.47%	9
2025 Q3	$12.6M	Buy	115,867 +6,634	+6%	+$696K	1.7%	5
2025 Q2	$11M	Buy	109,233 +11,610	+12%	+$1.09M	2.09%	3
2025 Q1	$9.02M	Buy	97,623 +4,555	+5%	+$444K	2.03%	5
2024 Q4	$9.02M	Sell	93,068 -43,308	-32%	-$4.25M	2.34%	4
2024 Q3	$13M	Buy	136,376 +2,268	+2%	+$208K	3.58%	3
2024 Q2	$12.1M	Buy	134,108 +21,729	+19%	+$1.92M	3.66%	3
2024 Q1	$10.1M	Buy	112,379 +15,040	+15%	+$1.27M	3.61%	3
2023 Q4	$7.94M	Buy	97,339 +11,435	+13%	+$865K	3.2%	3
2023 Q3	$6.29M	Buy	85,904 +5,405	+7%	+$411K	1.13%	19
2023 Q2	$6.05M	Buy	80,499 +25,074	+45%	+$1.79M	1.08%	21
2023 Q1	$3.93M	Buy	+55,425	New	+$3.92M	0.6%	28

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Gateway Wealth Partners's AVUS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 47% in Q2 2026, selling an estimated $15.7M and leaving 145,032 shares worth $18.6M. The position accounts for 1.11% of the portfolio, ranked #9.

Gateway Wealth Partners first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.3M in Q1 2026. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Gateway Wealth Partners held 145,032 shares of Avantis US Equity ETF worth $18.6M as of Q2 2026.
Gateway Wealth Partners sold 127,490 Avantis US Equity ETF shares in Q2 2026, an estimated $15.7M.
Avantis US Equity ETF made up 1.11% of Gateway Wealth Partners's portfolio in Q2 2026, its #9 holding.
Gateway Wealth Partners first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Gateway Wealth Partners's Avantis US Equity ETF position peaked at $30.3M in Q1 2026.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.