IAG
AVUS icon

Investment Advisory Group’s Avantis US Equity ETF AVUS Stock Holding History

Investment Advisory Group’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 		$279K Buy
+2,505
New +$287K 0.07% 159

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 $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

Investment Advisory Group's AVUS Position: Q1 2026 in Review

Investment Advisory Group opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 2,505 shares worth $279K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings.

554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Investment Advisory Group held 2,505 shares of Avantis US Equity ETF worth $279K as of Q1 2026.
  • Avantis US Equity ETF was a new Investment Advisory Group position in Q1 2026.
  • Avantis US Equity ETF made up 0.07% of Investment Advisory Group's portfolio in Q1 2026, its #159 holding.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.