Key Financial Inc’s Avantis US Equity ETF AVUS Stock Holding History

Key Financial Inc’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	$3.33K	Hold	26	–	–	﹤0.01%	1089
2026 Q1	$2.89K	Hold	26	–	–	﹤0.01%	1130
2025 Q4	$2.91K	Hold	26	–	–	﹤0.01%	1128
2025 Q3	$2.83K	Hold	26	–	–	﹤0.01%	1145
2025 Q2	$2.62K	Hold	26	–	–	﹤0.01%	1151
2025 Q1	$2.4K	Hold	26	–	–	﹤0.01%	1122
2024 Q4	$2.52K	Hold	26	–	–	﹤0.01%	1125
2024 Q3	$2.47K	Hold	26	–	–	﹤0.01%	1087
2024 Q2	$2.35K	Hold	26	–	–	﹤0.01%	1087
2024 Q1	$2.33K	Hold	26	–	–	﹤0.01%	1086
2023 Q4	$2.12K	Hold	26	–	–	﹤0.01%	1094
2023 Q3	$1.91K	Hold	26	–	–	﹤0.01%	1121
2023 Q2	$1.96K	Hold	26	–	–	﹤0.01%	1164
2023 Q1	$1.84K	Hold	26	–	–	﹤0.01%	970
2022 Q4	$1.62K	Hold	26	–	–	﹤0.01%	979
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	926
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	920
2022 Q1	$2K	Buy	+26	New	+$1.98K	﹤0.01%	906

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Key Financial Inc's AVUS Position: Q2 2026 in Review

Key Financial Inc held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 26 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Key Financial Inc first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Key Financial Inc held 26 shares of Avantis US Equity ETF worth $3.33K as of Q2 2026.
Key Financial Inc left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1089 holding.
Key Financial Inc first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.