JFS Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

JFS Wealth Advisors’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	–	Sell	-500	Closed	-$55.6K	–	2254
2026 Q1	$55.6K	Buy	+500	New	+$57.2K	﹤0.01%	499
2025 Q3	–	Sell	-701	Closed	-$70.7K	–	1905
2025 Q2	$70.7K	Sell	701 -675	-49%	-$63.2K	﹤0.01%	419
2025 Q1	$127K	Buy	+1,376	New	+$134K	0.01%	345

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

JFS Wealth Advisors's AVUS Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 500 shares — an estimated $55.6K sold.

JFS Wealth Advisors first reported a position in AVUS in Q1 2025 and held it in 3 quarters. The position peaked at $127K in Q1 2025. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

JFS Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 500 Avantis US Equity ETF shares in Q2 2026, an estimated $55.6K.
JFS Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2025 and held it in 3 quarters.
JFS Wealth Advisors's Avantis US Equity ETF position peaked at $127K in Q1 2025.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.