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

HB 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 		$772M Buy
6,026,439
+281,733
+5% +$34.7M 4.33% 3
2026
Q1 		$639M Buy
5,744,706
+495,876
+9% +$56.8M 4.13% 4
2025
Q4 		$587M Buy
5,248,830
+486,787
+10% +$53.6M 3.79% 3
2025
Q3 		$518M Buy
4,762,043
+1,026,636
+27% +$108M 3.51% 4
2025
Q2 		$377M Buy
3,735,407
+2,561,165
+218% +$240M 2.99% 6
2025
Q1 		$108M Buy
1,174,242
+1,121,070
+2,108% +$109M 0.91% 19
2024
Q4 		$5.15M Buy
53,172
+3,562
+7% +$350K 0.05% 164
2024
Q3 		$4.72M Hold
49,610
– – 0.05% 162
2024
Q2 		$4.47M Sell
49,610
-4,136
-8% -$365K 0.05% 163
2024
Q1 		$4.81M Sell
53,746
-1,155
-2% -$97.5K 0.06% 156
2023
Q4 		$4.48M Sell
54,901
-7,987
-13% -$604K 0.06% 148
2023
Q3 		$4.61M Sell
62,888
-10,390
-14% -$789K 0.07% 130
2023
Q2 		$5.51M Hold
73,278
– – 0.09% 115
2023
Q1 		$5.19M Buy
73,278
+9,242
+14% +$654K 0.09% 113
2022
Q4 		$4.36M Buy
64,036
+25,422
+66% +$1.74M 0.08% 121
2022
Q3 		$2.41M Sell
38,614
-185,193
-83% -$12.7M 0.05% 160
2022
Q2 		$14.6M Buy
223,807
+58,506
+35% +$4.15M 0.3% 33
2022
Q1 		$12.7M Buy
+165,301
New +$12.6M 0.24% 41

Other funds holding AVUS

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

HB Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 4.9% in Q2 2026, buying an estimated $34.7M and bringing the position to 6,026,439 shares worth $772M. The position accounts for 4.33% of the portfolio, ranked #3.

HB Wealth Management first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • HB Wealth Management held 6,026,439 shares of Avantis US Equity ETF worth $772M as of Q2 2026.
  • HB Wealth Management bought 281,733 Avantis US Equity ETF shares in Q2 2026, an estimated $34.7M.
  • Avantis US Equity ETF made up 4.33% of HB Wealth Management's portfolio in Q2 2026, its #3 holding.
  • HB Wealth Management first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.