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Invariant Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Invariant Investment Management’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 		$3.01M Buy
23,562
+613
+3% +$75.5K 1.77% 11
2026
Q1 		$2.67M Buy
22,949
+1,063
+5% +$122K 1.64% 11
2025
Q4 		$2.52M Buy
+21,886
New +$2.41M 1.61% 12

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invariant Investment Management's AVUS Position: Q2 2026 in Review

Invariant Investment Management increased its Avantis US Equity ETF (AVUS) stake by 2.7% in Q2 2026, buying an estimated $75.5K and bringing the position to 23,562 shares worth $3.01M. The position accounts for 1.77% of the portfolio, ranked #11.

Invariant Investment Management first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Invariant Investment Management held 23,562 shares of Avantis US Equity ETF worth $3.01M as of Q2 2026.
  • Invariant Investment Management bought 613 Avantis US Equity ETF shares in Q2 2026, an estimated $75.5K.
  • Avantis US Equity ETF made up 1.77% of Invariant Investment Management's portfolio in Q2 2026, its #11 holding.
  • Invariant Investment Management first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.