Kestra Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Kestra Investment Management’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	$17.7M	Buy	158,988 +82,126	+107%	+$9.4M	0.3%	52
2025 Q4	$8.59M	Buy	76,862 +10,485	+16%	+$1.15M	0.21%	60
2025 Q3	$7.22M	Sell	66,377 -313	-0.5%	-$32.8K	0.19%	58
2025 Q2	$6.52M	Buy	66,690 +42,077	+171%	+$3.94M	0.1%	76
2025 Q1	$2.27M	Buy	24,613 +15,699	+176%	+$1.53M	0.07%	86
2024 Q4	$864K	Buy	+8,914	New	+$875K	0.03%	159

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Kestra Investment Management's AVUS Position: Q1 2026 in Review

Kestra Investment Management increased its Avantis US Equity ETF (AVUS) stake by 107% in Q1 2026, buying an estimated $9.4M and bringing the position to 158,988 shares worth $17.7M. The position accounts for 0.3% of the portfolio, ranked #52.

Kestra Investment Management first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Kestra Investment Management held 158,988 shares of Avantis US Equity ETF worth $17.7M as of Q1 2026.
Kestra Investment Management bought 82,126 Avantis US Equity ETF shares in Q1 2026, an estimated $9.4M.
Avantis US Equity ETF made up 0.3% of Kestra Investment Management's portfolio in Q1 2026, its #52 holding.
Kestra Investment Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.