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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
Q2 		$34.8M Buy
271,743
+2,707
+1% +$333K 0.11% 181
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 $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

Kestra Advisory Services's AVUS Position: Q2 2026 in Review

Kestra Advisory Services increased its Avantis US Equity ETF (AVUS) stake by 1% in Q2 2026, buying an estimated $333K and bringing the position to 271,743 shares worth $34.8M. The position accounts for 0.11% of the portfolio, ranked #181.

Kestra Advisory Services first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Kestra Advisory Services held 271,743 shares of Avantis US Equity ETF worth $34.8M as of Q2 2026.
  • Kestra Advisory Services bought 2,707 Avantis US Equity ETF shares in Q2 2026, an estimated $333K.
  • Avantis US Equity ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #181 holding.
  • Kestra Advisory Services first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.