Jackson Thornton Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Jackson Thornton Wealth 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 Q1	$563K	Hold	4,851	–	–	0.05%	94
2025 Q4	$556K	Hold	4,851	–	–	0.05%	101
2025 Q3	$531K	Hold	4,851	–	–	0.05%	89
2025 Q2	$494K	Hold	4,851	–	–	0.06%	56
2025 Q1	$420K	Hold	4,851	–	–	0.06%	56
2024 Q4	$470K	Hold	4,851	–	–	0.06%	52
2024 Q3	$462K	Hold	4,851	–	–	0.06%	45
2024 Q2	$438K	Hold	4,851	–	–	0.07%	41
2024 Q1	$434K	Hold	4,851	–	–	0.07%	37
2023 Q4	$396K	Hold	4,851	–	–	0.07%	33
2023 Q3	$355K	Hold	4,851	–	–	0.07%	28
2023 Q2	$365K	Hold	4,851	–	–	0.07%	26
2023 Q1	$344K	Hold	4,851	–	–	0.08%	26
2022 Q4	$330K	Hold	4,851	–	–	0.08%	26
2022 Q3	$302K	Buy	+4,851	New	+$333K	0.08%	26

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Jackson Thornton Wealth Management's AVUS Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 4,851 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #94.

Jackson Thornton Wealth Management first reported a position in AVUS in Q3 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Jackson Thornton Wealth Management held 4,851 shares of Avantis US Equity ETF worth $563K as of Q1 2026.
Jackson Thornton Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #94 holding.
Jackson Thornton Wealth Management first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 15 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.