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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
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 $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

Intelligent Financial Strategies's AVUS Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Avantis US Equity ETF (AVUS) stake by 9.8% in Q1 2026, selling an estimated $9.73K and leaving 784 shares worth $87.1K. The position accounts for 0.05% of the portfolio, ranked #46.

Intelligent Financial Strategies first reported a position in AVUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $971K in Q4 2022. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Intelligent Financial Strategies held 784 shares of Avantis US Equity ETF worth $87.1K as of Q1 2026.
  • Intelligent Financial Strategies sold 85 Avantis US Equity ETF shares in Q1 2026, an estimated $9.73K.
  • Avantis US Equity ETF made up 0.05% of Intelligent Financial Strategies's portfolio in Q1 2026, its #46 holding.
  • Intelligent Financial Strategies first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Intelligent Financial Strategies's Avantis US Equity ETF position peaked at $971K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.