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Kestra Private Wealth Services’s Avantis US Equity ETF AVUS Stock Holding History

Kestra Private Wealth 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 		$892K Buy
6,966
+4,722
+210% +$582K 0.01% 960
2026
Q1 		$249K Buy
2,244
+359
+19% +$41.1K ﹤0.01% 1538
2025
Q4 		$211K Buy
+1,885
New +$208K ﹤0.01% 1576

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Kestra Private Wealth Services's AVUS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Avantis US Equity ETF (AVUS) stake by 210% in Q2 2026, buying an estimated $582K and bringing the position to 6,966 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #960.

Kestra Private Wealth Services first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Kestra Private Wealth Services held 6,966 shares of Avantis US Equity ETF worth $892K as of Q2 2026.
  • Kestra Private Wealth Services bought 4,722 Avantis US Equity ETF shares in Q2 2026, an estimated $582K.
  • Avantis US Equity ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #960 holding.
  • Kestra Private Wealth Services first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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