GWM
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Grand Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Grand Wealth 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
2026
Q2 		$15.8M Sell
123,261
-6,379
-5% -$786K 6.58% 4
2026
Q1 		$14.4M Buy
129,640
+337
+0.3% +$38.6K 6.78% 4
2025
Q4 		$14.5M Sell
129,303
-858
-0.7% -$94.5K 6.55% 4
2025
Q3 		$14.1M Sell
130,161
-6,334
-5% -$665K 6.83% 4
2025
Q2 		$13.8M Buy
136,495
+7,824
+6% +$733K 7.08% 4
2025
Q1 		$11.9M Buy
128,671
+45,835
+55% +$4.47M 6.53% 4
2024
Q4 		$8.03M Sell
82,836
-26,597
-24% -$2.61M 4.47% 5
2024
Q3 		$10.4M Sell
109,433
-5,492
-5% -$504K 5.87% 4
2024
Q2 		$10.4M Sell
114,925
-18,474
-14% -$1.63M 6.15% 4
2024
Q1 		$11.9M Sell
133,399
-5,856
-4% -$495K 5.69% 4
2023
Q4 		$11.4M Sell
139,255
-24,166
-15% -$1.83M 6.17% 4
2023
Q3 		$12M Sell
163,421
-3,334
-2% -$253K 7.33% 4
2023
Q2 		$12.5M Sell
166,755
-2,433
-1% -$174K 7.46% 4
2023
Q1 		$12M Sell
169,188
-7,780
-4% -$551K 7.21% 4
2022
Q4 		$12M Buy
176,968
+21,234
+14% +$1.45M 7.49% 3
2022
Q3 		$9.71M Buy
155,734
+33,285
+27% +$2.29M 5.1% 5
2022
Q2 		$7.96M Buy
122,449
+69,747
+132% +$4.95M 4.05% 6
2022
Q1 		$4.06M Buy
52,702
+35,922
+214% +$2.74M 1.9% 9
2021
Q4 		$1.34M Buy
+16,780
New +$1.31M 0.6% 14

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

Grand Wealth Management's AVUS Position: Q2 2026 in Review

Grand Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 4.9% in Q2 2026, selling an estimated $786K and leaving 123,261 shares worth $15.8M. The position accounts for 6.58% of the portfolio, ranked #4.

Grand Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Grand Wealth Management held 123,261 shares of Avantis US Equity ETF worth $15.8M as of Q2 2026.
  • Grand Wealth Management sold 6,379 Avantis US Equity ETF shares in Q2 2026, an estimated $786K.
  • Avantis US Equity ETF made up 6.58% of Grand Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Grand Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.