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Intelligent Financial Strategies’s Avantis US Equity ETF AVUS Stock Holding History

Intelligent Financial Strategies’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 		$31.5K Sell
246
-538
-69% -$66.3K 0.02% 50
2026
Q1 		$87.1K Sell
784
-85
-10% -$9.73K 0.05% 46
2025
Q4 		$97.1K Sell
869
-55
-6% -$6.06K 0.05% 48
2025
Q3 		$100K Sell
924
-93
-9% -$9.76K 0.05% 45
2025
Q2 		$102K Sell
1,017
-101
-9% -$9.46K 0.05% 43
2025
Q1 		$103K Sell
1,118
-35
-3% -$3.41K 0.05% 44
2024
Q4 		$112K Sell
1,153
-50
-4% -$4.91K 0.06% 42
2024
Q3 		$114K Sell
1,203
-55
-4% -$5.05K 0.06% 43
2024
Q2 		$113K Hold
1,258
– – 0.07% 42
2024
Q1 		$113K Sell
1,258
-3,592
-74% -$303K 0.07% 45
2023
Q4 		$395K Sell
4,850
-3,541
-42% -$268K 0.28% 33
2023
Q3 		$615K Sell
8,391
-56
-0.7% -$4.25K 0.46% 28
2023
Q2 		$635K Sell
8,447
-4,762
-36% -$341K 0.46% 28
2023
Q1 		$936K Sell
13,209
-1,066
-7% -$75.4K 0.73% 22
2022
Q4 		$971K Buy
14,275
+83
+0.6% +$5.67K 0.82% 21
2022
Q3 		$885K Buy
14,192
+8,935
+170% +$614K 0.93% 22
2022
Q2 		$342K Buy
+5,257
New +$373K 0.35% 40

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

Intelligent Financial Strategies's AVUS Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Avantis US Equity ETF (AVUS) stake by 69% in Q2 2026, selling an estimated $66.3K and leaving 246 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #50.

Intelligent Financial Strategies first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $971K in Q4 2022. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Intelligent Financial Strategies held 246 shares of Avantis US Equity ETF worth $31.5K as of Q2 2026.
  • Intelligent Financial Strategies sold 538 Avantis US Equity ETF shares in Q2 2026, an estimated $66.3K.
  • Avantis US Equity ETF made up 0.02% of Intelligent Financial Strategies's portfolio in Q2 2026, its #50 holding.
  • Intelligent Financial Strategies first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Intelligent Financial Strategies's Avantis US Equity ETF position peaked at $971K in Q4 2022.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.