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Integrated Wealth Concepts’s Avantis US Equity ETF AVUS Stock Holding History

Integrated Wealth Concepts’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 		$1M Buy
+8,998
New +$1.03M 0.01% 1116
2025
Q4 		– Sell
-8,976
Closed -$976K – 1646
2025
Q3 		$976K Sell
8,976
-2,100
-19% -$220K 0.01% 992
2025
Q2 		$1.12M Sell
11,076
-58
-0.5% -$5.43K 0.01% 865
2025
Q1 		$1.03M Buy
11,134
+2,915
+35% +$284K 0.01% 818
2024
Q4 		$797K Buy
+8,219
New +$807K 0.01% 920

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

Integrated Wealth Concepts's AVUS Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 8,998 shares worth $1M. The stake represents 0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AVUS as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AVUS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Integrated Wealth Concepts held 8,998 shares of Avantis US Equity ETF worth $1M as of Q1 2026.
  • Avantis US Equity ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Avantis US Equity ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1116 holding.
  • Integrated Wealth Concepts first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Avantis US Equity ETF position peaked at $1.12M in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.