Jones Financial Companies
AVUS icon

Jones Financial Companies’s Avantis US Equity ETF AVUS Stock Holding History

Jones Financial Companies’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 		$12.3M Buy
97,578
+19,561
+25% +$2.41M ﹤0.01% 844
2026
Q1 		$8.49M Buy
78,017
+30,607
+65% +$3.5M ﹤0.01% 878
2025
Q4 		$5.3M Buy
47,410
+13,063
+38% +$1.44M ﹤0.01% 626
2025
Q3 		$3.72M Buy
34,347
+13,491
+65% +$1.42M ﹤0.01% 660
2025
Q2 		$2.09M Buy
20,856
+13,445
+181% +$1.26M ﹤0.01% 741
2025
Q1 		$681K Buy
7,411
+215
+3% +$20.9K ﹤0.01% 1013
2024
Q4 		$698K Buy
7,196
+1,949
+37% +$191K ﹤0.01% 863
2024
Q3 		$498K Buy
5,247
+2,530
+93% +$232K ﹤0.01% 822
2024
Q2 		$245K Buy
2,717
+2,625
+2,853% +$232K ﹤0.01% 766
2024
Q1 		$8.23K Buy
+92
New +$7.77K ﹤0.01% 1098

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 $226B AUM 44.75% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Jones Financial Companies's AVUS Position: Q2 2026 in Review

Jones Financial Companies increased its Avantis US Equity ETF (AVUS) stake by 25% in Q2 2026, buying an estimated $2.41M and bringing the position to 97,578 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Jones Financial Companies first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Jones Financial Companies held 97,578 shares of Avantis US Equity ETF worth $12.3M as of Q2 2026.
  • Jones Financial Companies bought 19,561 Avantis US Equity ETF shares in Q2 2026, an estimated $2.41M.
  • Avantis US Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #844 holding.
  • Jones Financial Companies first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.