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L.K. Benson & Company’s Avantis US Equity ETF AVUS Stock Holding History

L.K. Benson & Company’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 		$737K Sell
5,754
-143
-2% -$17.6K 0.22% 62
2026
Q1 		$656K Buy
5,897
+10
+0.2% +$1.15K 0.22% 64
2025
Q4 		$658K Buy
5,887
+188
+3% +$20.7K 0.33% 65
2025
Q3 		$620K Buy
5,699
+163
+3% +$17.1K 0.33% 61
2025
Q2 		$558K Buy
5,536
+53
+1% +$4.96K 0.34% 62
2025
Q1 		$506K Buy
5,483
+16
+0.3% +$1.56K 0.35% 62
2024
Q4 		$530K Buy
+5,467
New +$537K 0.37% 58

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
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

L.K. Benson & Company's AVUS Position: Q2 2026 in Review

L.K. Benson & Company reduced its Avantis US Equity ETF (AVUS) stake by 2.4% in Q2 2026, selling an estimated $17.6K and leaving 5,754 shares worth $737K. The position accounts for 0.22% of the portfolio, ranked #62.

L.K. Benson & Company first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • L.K. Benson & Company held 5,754 shares of Avantis US Equity ETF worth $737K as of Q2 2026.
  • L.K. Benson & Company sold 143 Avantis US Equity ETF shares in Q2 2026, an estimated $17.6K.
  • Avantis US Equity ETF made up 0.22% of L.K. Benson & Company's portfolio in Q2 2026, its #62 holding.
  • L.K. Benson & Company first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.