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Independent Wealth Network’s Avantis US Equity ETF AVUS Stock Holding History

Independent Wealth Network’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 		$297K Sell
2,319
-12
-0.5% -$1.55K 0.07% 249
2026
Q2 		$299K Sell
2,331
-50
-2% -$6.16K 0.08% 251
2026
Q1 		$265K Sell
2,381
-7
-0.3% -$801 0.08% 233
2025
Q4 		$267K Buy
+2,388
New +$263K 0.08% 221

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Independent Wealth Network's AVUS Position: Q3 2026 in Review

Independent Wealth Network reduced its Avantis US Equity ETF (AVUS) stake by 0.51% in Q3 2026, selling an estimated $1.55K and leaving 2,319 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #249.

Independent Wealth Network first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $299K in Q2 2026. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Independent Wealth Network held 2,319 shares of Avantis US Equity ETF worth $297K as of Q3 2026.
  • Independent Wealth Network sold 12 Avantis US Equity ETF shares in Q3 2026, an estimated $1.55K.
  • Avantis US Equity ETF made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #249 holding.
  • Independent Wealth Network first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Independent Wealth Network's Avantis US Equity ETF position peaked at $299K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.