KAS
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Kestra Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Kestra Advisory Services’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 		$29.9M Buy
269,036
+39,005
+17% +$4.47M 0.11% 177
2025
Q4 		$25.7M Buy
230,031
+23,819
+12% +$2.62M 0.11% 195
2025
Q3 		$22.4M Buy
206,212
+31,607
+18% +$3.32M 0.1% 197
2025
Q2 		$17.6M Buy
174,605
+37,364
+27% +$3.5M 0.09% 232
2025
Q1 		$12.7M Buy
137,241
+28,862
+27% +$2.81M 0.06% 286
2024
Q4 		$10.5M Buy
108,379
+23,611
+28% +$2.32M 0.06% 334
2024
Q3 		$8.07M Sell
84,768
-13,671
-14% -$1.26M 0.04% 430
2024
Q2 		$8.88M Buy
98,439
+4,293
+5% +$379K 0.05% 391
2024
Q1 		$8.43M Buy
94,146
+22,120
+31% +$1.87M 0.06% 355
2023
Q4 		$5.87M Buy
72,026
+4,205
+6% +$318K 0.05% 402
2023
Q3 		$4.97M Buy
67,821
+57,843
+580% +$4.39M 0.05% 386
2023
Q2 		$750K Buy
9,978
+2,572
+35% +$184K 0.01% 1112
2023
Q1 		$525K Sell
7,406
-113,973
-94% -$8.07M 0.01% 1252
2022
Q4 		$8.25M Buy
121,379
+76,788
+172% +$5.25M 0.07% 290
2022
Q3 		$2.78M Sell
44,591
-11,701
-21% -$804K 0.03% 550
2022
Q2 		$3.66M Buy
56,292
+12,903
+30% +$916K 0.04% 453
2022
Q1 		$3.35M Buy
+43,389
New +$3.3M 0.03% 497

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Kestra Advisory Services's AVUS Position: Q1 2026 in Review

Kestra Advisory Services increased its Avantis US Equity ETF (AVUS) stake by 17% in Q1 2026, buying an estimated $4.47M and bringing the position to 269,036 shares worth $29.9M. The position accounts for 0.11% of the portfolio, ranked #177.

Kestra Advisory Services first reported a position in AVUS in Q1 2022 and has held it in 17 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Kestra Advisory Services held 269,036 shares of Avantis US Equity ETF worth $29.9M as of Q1 2026.
  • Kestra Advisory Services bought 39,005 Avantis US Equity ETF shares in Q1 2026, an estimated $4.47M.
  • Avantis US Equity ETF made up 0.11% of Kestra Advisory Services's portfolio in Q1 2026, its #177 holding.
  • Kestra Advisory Services first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.