J. Team Financial
AVUS icon

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
Q3 		$3.44M Buy
26,871
+1,653
+7% +$214K 2.99% 7
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

J. Team Financial's AVUS Position: Q3 2026 in Review

J. Team Financial increased its Avantis US Equity ETF (AVUS) stake by 6.6% in Q3 2026, buying an estimated $214K and bringing the position to 26,871 shares worth $3.44M. The position accounts for 2.99% of the portfolio, ranked #7.

J. Team Financial first reported a position in AVUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.32M in Q3 2025. 387 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • J. Team Financial held 26,871 shares of Avantis US Equity ETF worth $3.44M as of Q3 2026.
  • J. Team Financial bought 1,653 Avantis US Equity ETF shares in Q3 2026, an estimated $214K.
  • Avantis US Equity ETF made up 2.99% of J. Team Financial's portfolio in Q3 2026, its #7 holding.
  • J. Team Financial first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • J. Team Financial's Avantis US Equity ETF position peaked at $6.32M in Q3 2025.
  • 387 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.