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Glenview Trust’s Avantis US Equity ETF AVUS Stock Holding History

Glenview Trust’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 		$46.3M Buy
361,185
+10,859
+3% +$1.34M 0.64% 35
2026
Q1 		$38.9M Sell
350,326
-20,862
-6% -$2.39M 0.61% 36
2025
Q4 		$41.5M Buy
371,188
+125,828
+51% +$13.9M 0.64% 33
2025
Q3 		$26.7M Buy
245,360
+13,628
+6% +$1.43M 0.42% 52
2025
Q2 		$23.4M Sell
231,732
-83
-0% -$7.77K 0.4% 53
2025
Q1 		$21.4M Buy
231,815
+16,896
+8% +$1.65M 0.42% 56
2024
Q4 		$20.8M Buy
214,919
+7,145
+3% +$702K 0.39% 61
2024
Q3 		$19.8M Buy
207,774
+1,467
+0.7% +$135K 0.38% 63
2024
Q2 		$18.6M Buy
206,307
+1,798
+0.9% +$159K 0.37% 68
2024
Q1 		$18.3M Buy
204,509
+5,873
+3% +$496K 0.39% 68
2023
Q4 		$16.2M Buy
198,636
+61,358
+45% +$4.64M 0.4% 66
2023
Q3 		$10.1M Buy
137,278
+49,197
+56% +$3.74M 0.28% 84
2023
Q2 		$6.62M Buy
88,081
+18,965
+27% +$1.36M 0.18% 103
2023
Q1 		$4.9M Buy
69,116
+59,055
+587% +$4.18M 0.15% 115
2022
Q4 		$684K Buy
+10,061
New +$688K 0.02% 266

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

Glenview Trust's AVUS Position: Q2 2026 in Review

Glenview Trust increased its Avantis US Equity ETF (AVUS) stake by 3.1% in Q2 2026, buying an estimated $1.34M and bringing the position to 361,185 shares worth $46.3M. The position accounts for 0.64% of the portfolio, ranked #35.

Glenview Trust first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Glenview Trust held 361,185 shares of Avantis US Equity ETF worth $46.3M as of Q2 2026.
  • Glenview Trust bought 10,859 Avantis US Equity ETF shares in Q2 2026, an estimated $1.34M.
  • Avantis US Equity ETF made up 0.64% of Glenview Trust's portfolio in Q2 2026, its #35 holding.
  • Glenview Trust first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.