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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

IAG Wealth Partners's AVUS Position: Q1 2026 in Review

IAG Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 45 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

IAG Wealth Partners first reported a position in AVUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.03K in Q4 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • IAG Wealth Partners held 45 shares of Avantis US Equity ETF worth $5K as of Q1 2026.
  • IAG Wealth Partners left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #424 holding.
  • IAG Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • IAG Wealth Partners's Avantis US Equity ETF position peaked at $5.03K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.