IAG Wealth Partners
AVUS icon

IAG Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

IAG Wealth Partners’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
Q3 		$77.8K Buy
607
+562
+1,249% +$72.6K 0.01% 192
2026
Q2 		$5.76K Hold
45
– – ﹤0.01% 412
2026
Q1 		$5K Hold
45
– – ﹤0.01% 424
2025
Q4 		$5.03K Hold
45
– – ﹤0.01% 407
2025
Q3 		$4.89K Hold
45
– – ﹤0.01% 430
2025
Q2 		$4.54K Hold
45
– – ﹤0.01% 411
2025
Q1 		$4.16K Hold
45
– – ﹤0.01% 417
2024
Q4 		$4.36K Hold
45
– – ﹤0.01% 434
2024
Q3 		$4.28K Hold
45
– – ﹤0.01% 414
2024
Q2 		$4.06K Buy
+45
New +$3.98K ﹤0.01% 411

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

IAG Wealth Partners's AVUS Position: Q3 2026 in Review

IAG Wealth Partners increased its Avantis US Equity ETF (AVUS) stake by 1,249% in Q3 2026, buying an estimated $72.6K and bringing the position to 607 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #192.

IAG Wealth Partners first reported a position in AVUS in Q2 2024 and has held it in 10 quarters since. 545 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • IAG Wealth Partners held 607 shares of Avantis US Equity ETF worth $77.8K as of Q3 2026.
  • IAG Wealth Partners bought 562 Avantis US Equity ETF shares in Q3 2026, an estimated $72.6K.
  • Avantis US Equity ETF made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #192 holding.
  • IAG Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 545 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.