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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
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 $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

Glenview Trust's AVUS Position: Q1 2026 in Review

Glenview Trust reduced its Avantis US Equity ETF (AVUS) stake by 5.6% in Q1 2026, selling an estimated $2.39M and leaving 350,326 shares worth $38.9M. The position accounts for 0.61% of the portfolio, ranked #36.

Glenview Trust first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $41.5M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Glenview Trust held 350,326 shares of Avantis US Equity ETF worth $38.9M as of Q1 2026.
  • Glenview Trust sold 20,862 Avantis US Equity ETF shares in Q1 2026, an estimated $2.39M.
  • Avantis US Equity ETF made up 0.61% of Glenview Trust's portfolio in Q1 2026, its #36 holding.
  • Glenview Trust first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Glenview Trust's Avantis US Equity ETF position peaked at $41.5M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.