Global Retirement Partners’s Avantis US Equity ETF AVUS Stock Holding History

Global Retirement 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	$3.84M	Buy	+30,006	New	+$3.7M	0.06%	300
2025 Q4	$2.91M	Buy	26,027 +1,996	+8%	+$220K	0.05%	338
2025 Q3	$2.61M	Buy	24,031 +15,575	+184%	+$1.63M	0.06%	298
2025 Q2	$852K	Buy	+8,456	New	+$792K	0.02%	544
2024 Q4	$62.9K	Buy	648 +404	+166%	+$39.7K	﹤0.01%	1510
2024 Q3	$23.2K	Hold	244	–	–	﹤0.01%	1916
2024 Q2	$22K	Hold	244	–	–	﹤0.01%	1938
2024 Q1	$21.8K	Hold	244	–	–	﹤0.01%	1767
2023 Q4	$19.6K	Hold	244	–	–	﹤0.01%	1771
2023 Q3	$17.6K	Hold	244	–	–	﹤0.01%	1698
2023 Q2	$18.3K	Sell	244 -84	-26%	-$6.01K	﹤0.01%	1698
2023 Q1	$22.9K	Buy	328 +50	+18%	+$3.54K	﹤0.01%	1576
2022 Q4	$18.9K	Hold	278	–	–	﹤0.01%	1508
2022 Q3	$19K	Buy	278 +258	+1,290%	+$17.7K	﹤0.01%	1409
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	2346
2022 Q1	$1K	Buy	+20	New	+$1.52K	﹤0.01%	2312

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

Global Retirement Partners's AVUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 30,006 shares worth $3.84M. The stake represents 0.06% of the portfolio and ranks #300 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVUS as recently as Q4 2025.

Global Retirement Partners first reported a position in AVUS in Q1 2022 and has held it in 16 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Global Retirement Partners held 30,006 shares of Avantis US Equity ETF worth $3.84M as of Q2 2026.
Avantis US Equity ETF was a new Global Retirement Partners position in Q2 2026.
Avantis US Equity ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #300 holding.
Global Retirement Partners first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 16 quarters since.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.