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JRM Investment Counsel’s Avantis US Equity ETF AVUS Stock Holding History

JRM Investment Counsel’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 		$38.6M Sell
301,331
-8,965
-3% -$1.1M 9.34% 4
2026
Q1 		$34.5M Sell
310,296
-11,200
-3% -$1.28M 9.19% 4
2025
Q4 		$35.9M Buy
321,496
+1,026
+0.3% +$113K 10.39% 4
2025
Q3 		$34.8M Sell
320,470
-4,162
-1% -$437K 10.43% 4
2025
Q2 		$32.7M Buy
324,632
+18,409
+6% +$1.72M 10.52% 4
2025
Q1 		$28.3M Sell
306,223
-65,050
-18% -$6.34M 9.64% 4
2024
Q4 		$36M Sell
371,273
-43,412
-10% -$4.26M 12.72% 2
2024
Q3 		$39.5M Sell
414,685
-29,321
-7% -$2.69M 13.59% 2
2024
Q2 		$40M Sell
444,006
-1,700
-0.4% -$150K 13.51% 2
2024
Q1 		$39.9M Buy
445,706
+26,425
+6% +$2.23M 13.17% 2
2023
Q4 		$34.2M Buy
419,281
+376,863
+888% +$28.5M 12.49% 2
2023
Q3 		$3.11M Buy
42,418
+1,761
+4% +$134K 1.38% 14
2023
Q2 		$3.06M Sell
40,657
-3,695
-8% -$264K 1.3% 15
2023
Q1 		$3.14M Sell
44,352
-87,356
-66% -$6.18M 1.38% 15
2022
Q4 		$8.96M Sell
131,708
-19,721
-13% -$1.35M 3.84% 11
2022
Q3 		$9.44M Buy
+151,429
New +$10.4M 4.02% 10

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

JRM Investment Counsel's AVUS Position: Q2 2026 in Review

JRM Investment Counsel reduced its Avantis US Equity ETF (AVUS) stake by 2.9% in Q2 2026, selling an estimated $1.1M and leaving 301,331 shares worth $38.6M. The position accounts for 9.34% of the portfolio, ranked #4.

JRM Investment Counsel first reported a position in AVUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $40M in Q2 2024. 561 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • JRM Investment Counsel held 301,331 shares of Avantis US Equity ETF worth $38.6M as of Q2 2026.
  • JRM Investment Counsel sold 8,965 Avantis US Equity ETF shares in Q2 2026, an estimated $1.1M.
  • Avantis US Equity ETF made up 9.34% of JRM Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • JRM Investment Counsel first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • JRM Investment Counsel's Avantis US Equity ETF position peaked at $40M in Q2 2024.
  • 561 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on JRM Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.