Gerber Kawasaki Wealth & Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$310K	Hold	2,419	–	–	0.01%	297
2026 Q1	$269K	Hold	2,419	–	–	0.01%	296
2025 Q4	$270K	Sell	2,419 -713	-23%	-$78.5K	0.01%	297
2025 Q3	$340K	Hold	3,132	–	–	0.01%	259
2025 Q2	$316K	Hold	3,132	–	–	0.01%	252
2025 Q1	$289K	Hold	3,132	–	–	0.01%	246
2024 Q4	$304K	Hold	3,132	–	–	0.01%	231
2024 Q3	$298K	Hold	3,132	–	–	0.01%	233
2024 Q2	$282K	Buy	+3,132	New	+$277K	0.01%	232

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

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AVUS Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,419 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #297.

Gerber Kawasaki Wealth & Investment Management first reported a position in AVUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $340K in Q3 2025. 459 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,419 shares of Avantis US Equity ETF worth $310K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #297 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Gerber Kawasaki Wealth & Investment Management's Avantis US Equity ETF position peaked at $340K in Q3 2025.
459 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.