Larson Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Larson Financial Group’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	–	Hold	0	–	–	–	3729
2026 Q1	–	Sell	-137	Closed	-$15.7K	–	3599
2025 Q4	$15.3K	Sell	137 -175	-56%	-$19.3K	﹤0.01%	1864
2025 Q3	$33.9K	Sell	312 -332	-52%	-$34.8K	﹤0.01%	1346
2025 Q2	$64.9K	Sell	644 -1,032	-62%	-$96.6K	﹤0.01%	975
2025 Q1	$155K	Sell	1,676 -7	-0.4%	-$682	0.01%	678
2024 Q4	$163K	Buy	+1,683	New	+$165K	0.01%	619
2023 Q4	–	Sell	-62	Closed	-$4.54K	–	1802
2023 Q3	$4.54K	Sell	62 -38	-38%	-$2.89K	﹤0.01%	1201
2023 Q2	$7.52K	Buy	+100	New	+$7.16K	﹤0.01%	1014

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 $907M AUM 17.94% 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 22.9% 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

Larson Financial Group's AVUS Position: Q2 2026 in Review

Larson Financial Group held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #3729.

Larson Financial Group first reported a position in AVUS in Q2 2023 and has held it in 7 quarters since. The position peaked at $163K in Q4 2024. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Larson Financial Group held 0 shares of Avantis US Equity ETF worth $12 as of Q2 2026.
Larson Financial Group left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3729 holding.
Larson Financial Group first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 7 quarters since.
Larson Financial Group's Avantis US Equity ETF position peaked at $163K in Q4 2024.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.