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Henrickson Nauta Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Henrickson Nauta 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 		$24.7M Sell
192,534
-3,091
-2% -$381K 6.01% 4
2026
Q1 		$21.8M Sell
195,625
-194,377
-50% -$22.3M 6.1% 4
2025
Q4 		$44.7M Buy
390,002
+193,491
+98% +$21.3M 6.59% 3
2025
Q3 		$21.4M Sell
196,511
-352
-0.2% -$36.9K 6.76% 3
2025
Q2 		$19.8M Buy
196,863
+7,937
+4% +$743K 6.87% 3
2025
Q1 		$16.2M Buy
188,926
+3,981
+2% +$388K 6.63% 4
2024
Q4 		$17.9M Sell
184,945
-1,595
-0.9% -$157K 7.29% 3
2024
Q3 		$17.7M Sell
186,540
-2,678
-1% -$246K 7.05% 3
2024
Q2 		$17.1M Sell
189,218
-2,791
-1% -$247K 7.29% 3
2024
Q1 		$16.8M Sell
192,009
-2,895
-1% -$244K 7.42% 3
2023
Q4 		$15.9M Buy
194,904
+7,492
+4% +$567K 7.8% 3
2023
Q3 		$13.7M Sell
187,412
-962
-0.5% -$73.1K 8.39% 3
2023
Q2 		$14.2M Sell
188,374
-1,389
-0.7% -$99.4K 9.62% 2
2023
Q1 		$13.5M Buy
189,763
+639
+0.3% +$45.2K 9.69% 2
2022
Q4 		$12.9M Buy
189,124
+25,641
+16% +$1.75M 10.21% 2
2022
Q3 		$10.2M Buy
163,483
+13,636
+9% +$936K 9.72% 2
2022
Q2 		$9.75M Buy
149,847
+31,321
+26% +$2.22M 8.91% 2
2022
Q1 		$9.14M Sell
118,526
-2,470
-2% -$188K 7.6% 4
2021
Q4 		$9.08M Buy
+120,996
New +$9.47M 7.39% 3

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

Henrickson Nauta Wealth Advisors's AVUS Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q2 2026, selling an estimated $381K and leaving 192,534 shares worth $24.7M. The position accounts for 6.01% of the portfolio, ranked #4.

Henrickson Nauta Wealth Advisors first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $44.7M in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 192,534 shares of Avantis US Equity ETF worth $24.7M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 3,091 Avantis US Equity ETF shares in Q2 2026, an estimated $381K.
  • Avantis US Equity ETF made up 6.01% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis US Equity ETF position peaked at $44.7M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.