Lantern Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Lantern Wealth Advisors’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	$11.1M	Buy	86,529 +3,890	+5%	+$479K	5.07%	2
2026 Q1	$9.19M	Buy	82,639 +611	+0.7%	+$70K	4.71%	2
2025 Q4	$9.17M	Sell	82,028 -5,953	-7%	-$656K	4.87%	2
2025 Q3	$9.56M	Sell	87,981 -750	-0.8%	-$78.7K	5.06%	3
2025 Q2	$8.95M	Buy	+88,731	New	+$8.31M	5.33%	1
2024 Q4	$8.15M	Sell	84,068 -10,881	-11%	-$1.07M	5.29%	2
2024 Q3	$9.03M	Buy	94,949 +570	+0.6%	+$52.3K	6.26%	2
2024 Q2	$8.51M	Sell	94,379 -2,576	-3%	-$228K	6.17%	1
2024 Q1	$8.68M	Buy	96,955 +3,540	+4%	+$299K	6.1%	1
2023 Q4	$7.62M	Buy	+93,415	New	+$7.07M	5.97%	2

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

Lantern Wealth Advisors's AVUS Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 4.7% in Q2 2026, buying an estimated $479K and bringing the position to 86,529 shares worth $11.1M. The position accounts for 5.07% of the portfolio, ranked #2.

Lantern Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Lantern Wealth Advisors held 86,529 shares of Avantis US Equity ETF worth $11.1M as of Q2 2026.
Lantern Wealth Advisors bought 3,890 Avantis US Equity ETF shares in Q2 2026, an estimated $479K.
Avantis US Equity ETF made up 5.07% of Lantern Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Lantern Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.