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Great Point Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Great Point Wealth Advisors’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 		$151M Buy
1,182,649
+37,785
+3% +$4.65M 24.46% 1
2026
Q1 		$127M Buy
1,144,864
+22,586
+2% +$2.59M 23.5% 1
2025
Q4 		$125M Sell
1,122,278
-3,088
-0.3% -$340K 22.9% 1
2025
Q3 		$122M Buy
+1,125,366
New +$118M 22.99% 1
2025
Q1 		$105M Buy
1,136,946
+377
+0% +$36.7K 22.73% 1
2024
Q4 		$110M Buy
1,136,569
+30,056
+3% +$2.95M 24.09% 1
2024
Q3 		$105M Buy
1,106,513
+18,157
+2% +$1.67M 22.49% 1
2024
Q2 		$98.2M Buy
1,088,356
+36,731
+3% +$3.25M 22.44% 1
2024
Q1 		$94.1M Buy
1,051,625
+213,063
+25% +$18M 21.94% 1
2023
Q4 		$68.4M Buy
838,562
+227,461
+37% +$17.2M 17.78% 1
2023
Q3 		$44.8M Buy
611,101
+29,437
+5% +$2.24M 13.43% 1
2023
Q2 		$43.7M Buy
581,664
+37,884
+7% +$2.71M 13.14% 1
2023
Q1 		$38.5M Buy
543,780
+30,785
+6% +$2.18M 12.21% 1
2022
Q4 		$34.9M Buy
512,995
+25,432
+5% +$1.74M 11.7% 1
2022
Q3 		$30.4M Buy
487,563
+156,904
+47% +$10.8M 11.34% 1
2022
Q2 		$21.5M Sell
330,659
-173,717
-34% -$12.3M 7.62% 2
2022
Q1 		$38.9M Buy
504,376
+149,430
+42% +$11.4M 12.11% 1
2021
Q4 		$28.5M Buy
354,946
+57,611
+19% +$4.51M 8.72% 2
2021
Q3 		$21.9M Buy
297,335
+42,043
+16% +$3.16M 7.53% 4
2021
Q2 		$18.9M Buy
255,292
+245,393
+2,479% +$17.9M 6.61% 7
2021
Q1 		$687K Buy
+9,899
New +$662K 0.26% 28

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

Great Point Wealth Advisors's AVUS Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 3.3% in Q2 2026, buying an estimated $4.65M and bringing the position to 1,182,649 shares worth $151M. The position accounts for 24.46% of the portfolio, ranked #1.

Great Point Wealth Advisors first reported a position in AVUS in Q1 2021 and has held it in 21 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Great Point Wealth Advisors held 1,182,649 shares of Avantis US Equity ETF worth $151M as of Q2 2026.
  • Great Point Wealth Advisors bought 37,785 Avantis US Equity ETF shares in Q2 2026, an estimated $4.65M.
  • Avantis US Equity ETF made up 24.46% of Great Point Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Great Point Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.