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Global Trust Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Global Trust Asset 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
2025
Q4 		– Sell
-30
Closed -$3.26K – 459
2025
Q3 		$3.26K Hold
30
– – ﹤0.01% 440
2025
Q2 		$3.02K Hold
30
– – ﹤0.01% 431
2025
Q1 		$2.77K Sell
30
-450
-94% -$43.8K ﹤0.01% 415
2024
Q4 		$46.5K Hold
480
– – 0.02% 294
2024
Q3 		$45.7K Buy
480
+200
+71% +$18.4K 0.02% 293
2024
Q2 		$25.3K Buy
280
+250
+833% +$22.1K 0.01% 305
2024
Q1 		$2.69K Hold
30
– – ﹤0.01% 402
2023
Q4 		$2.45K Hold
30
– – ﹤0.01% 392
2023
Q3 		$2.2K Hold
30
– – ﹤0.01% 388
2023
Q2 		$2.26K Hold
30
– – ﹤0.01% 391
2023
Q1 		$2.13K Buy
+30
New +$2.12K ﹤0.01% 378
2020
Q1 		– Sell
-1,600
Closed -$87K – 347
2019
Q4 		$87K Buy
+1,600
New +$83.3K 0.05% 197

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $202M AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Global Trust Asset Management's AVUS Position: Q4 2025 in Review

Global Trust Asset Management sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 30 shares — an estimated $3.26K sold.

Global Trust Asset Management first reported a position in AVUS in Q4 2019 and held it in 12 quarters. The position peaked at $87K in Q4 2019. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Global Trust Asset Management reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 30 Avantis US Equity ETF shares in Q4 2025, an estimated $3.26K.
  • Global Trust Asset Management first reported a position in Avantis US Equity ETF in Q4 2019 and held it in 12 quarters.
  • Global Trust Asset Management's Avantis US Equity ETF position peaked at $87K in Q4 2019.
  • 520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.