Gradient Investments’s Avantis US Equity ETF AVUS Stock Holding History

Gradient Investments’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	$61.9M	Buy	483,502 +125,746	+35%	+$15.5M	0.85%	27
2026 Q1	$39.8M	Buy	357,756 +58,944	+20%	+$6.75M	0.62%	44
2025 Q4	$33.4M	Buy	298,812 +109,512	+58%	+$12.1M	0.53%	59
2025 Q3	$20.6M	Buy	189,300 +92,996	+97%	+$9.76M	0.34%	90
2025 Q2	$9.71M	Buy	96,304 +50,921	+112%	+$4.77M	0.18%	145
2025 Q1	$4.19M	Buy	+45,383	New	+$4.42M	0.08%	158

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

Gradient Investments's AVUS Position: Q2 2026 in Review

Gradient Investments increased its Avantis US Equity ETF (AVUS) stake by 35% in Q2 2026, buying an estimated $15.5M and bringing the position to 483,502 shares worth $61.9M. The position accounts for 0.85% of the portfolio, ranked #27.

Gradient Investments first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Gradient Investments held 483,502 shares of Avantis US Equity ETF worth $61.9M as of Q2 2026.
Gradient Investments bought 125,746 Avantis US Equity ETF shares in Q2 2026, an estimated $15.5M.
Avantis US Equity ETF made up 0.85% of Gradient Investments's portfolio in Q2 2026, its #27 holding.
Gradient Investments first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.