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Global Wealth Strategies & Associates’s Avantis US Equity ETF AVUS Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-996
Closed -$111K – 124
2026
Q1 		$111K Hold
996
– – 0.03% 107
2025
Q4 		$111K Hold
996
– – 0.03% 92
2025
Q3 		$108K Hold
996
– – 0.03% 93
2025
Q2 		$100K Hold
996
– – 0.03% 75
2025
Q1 		$92K Hold
996
– – 0.03% 81
2024
Q4 		$96.5K Buy
+996
New +$97.8K 0.03% 75

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

Global Wealth Strategies & Associates's AVUS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 996 shares — an estimated $111K sold.

Global Wealth Strategies & Associates first reported a position in AVUS in Q4 2024 and held it in 6 quarters. The position peaked at $111K in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 996 Avantis US Equity ETF shares in Q2 2026, an estimated $111K.
  • Global Wealth Strategies & Associates first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Avantis US Equity ETF position peaked at $111K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.