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J. Team Financial’s Avantis US Equity ETF AVUS Stock Holding History

J. Team Financial’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 		$3.23M Buy
25,218
+439
+2% +$54.1K 3.14% 7
2026
Q1 		$2.75M Sell
24,779
-5,685
-19% -$651K 3.08% 8
2025
Q4 		$3.41M Sell
30,464
-27,676
-48% -$3.05M 3.4% 7
2025
Q3 		$6.32M Buy
+58,140
New +$6.1M 6.41% 2

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
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

J. Team Financial's AVUS Position: Q2 2026 in Review

J. Team Financial increased its Avantis US Equity ETF (AVUS) stake by 1.8% in Q2 2026, buying an estimated $54.1K and bringing the position to 25,218 shares worth $3.23M. The position accounts for 3.14% of the portfolio, ranked #7.

J. Team Financial first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.32M in Q3 2025. 375 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • J. Team Financial held 25,218 shares of Avantis US Equity ETF worth $3.23M as of Q2 2026.
  • J. Team Financial bought 439 Avantis US Equity ETF shares in Q2 2026, an estimated $54.1K.
  • Avantis US Equity ETF made up 3.14% of J. Team Financial's portfolio in Q2 2026, its #7 holding.
  • J. Team Financial first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • J. Team Financial's Avantis US Equity ETF position peaked at $6.32M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.