KWB Wealth’s Avantis US Equity ETF AVUS Stock Holding History

KWB Wealth’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	$4.56M	Sell	35,602 -1,986	-5%	-$245K	0.39%	50
2026 Q1	$4.2M	Hold	37,588	–	–	0.42%	45
2025 Q4	$4.2M	Buy	37,588 +1,598	+4%	+$176K	0.4%	45
2025 Q3	$3.63M	Sell	35,990 -42	-0.1%	-$4.41K	0.4%	46
2025 Q2	$3.33M	Buy	36,032 +1,378	+4%	+$129K	0.4%	47
2025 Q1	$3.36M	Sell	34,654 -1,184	-3%	-$115K	0.41%	40
2024 Q4	$3.41M	Buy	35,838 +2,632	+8%	+$258K	0.42%	33
2024 Q3	$2.99M	Buy	33,206 +6,340	+24%	+$582K	0.39%	36
2024 Q2	$2.4M	Sell	26,866 -1,829	-6%	-$162K	0.33%	37
2024 Q1	$2.57M	Sell	28,695 -1,188	-4%	-$100K	0.35%	37
2023 Q4	$2.44M	Buy	29,883 +357	+1%	+$27K	0.35%	34
2023 Q3	$2.22M	Hold	29,526	–	–	0.36%	33
2023 Q2	$2.22M	Sell	29,526 -572	-2%	-$40.9K	0.35%	34
2023 Q1	$2.05M	Hold	30,098	–	–	0.38%	32
2022 Q4	$2.05M	Buy	+30,098	New	+$2.06M	0.39%	31

Other funds holding AVUS

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

KWB Wealth's AVUS Position: Q2 2026 in Review

KWB Wealth reduced its Avantis US Equity ETF (AVUS) stake by 5.3% in Q2 2026, selling an estimated $245K and leaving 35,602 shares worth $4.56M. The position accounts for 0.39% of the portfolio, ranked #50.

KWB Wealth first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

KWB Wealth held 35,602 shares of Avantis US Equity ETF worth $4.56M as of Q2 2026.
KWB Wealth sold 1,986 Avantis US Equity ETF shares in Q2 2026, an estimated $245K.
Avantis US Equity ETF made up 0.39% of KWB Wealth's portfolio in Q2 2026, its #50 holding.
KWB Wealth first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.