Legacy Financial Group (Oklahoma)’s Avantis US Equity ETF AVUS Stock Holding History

Legacy Financial Group (Oklahoma)’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 Q1	$40.4M	Buy	363,360 +12,901	+4%	+$1.48M	10.68%	1
2025 Q4	$39.2M	Buy	350,459 +21,335	+6%	+$2.35M	10.27%	1
2025 Q3	$35.8M	Buy	329,124 +21,309	+7%	+$2.24M	9.81%	2
2025 Q2	$31M	Buy	307,815 +25,949	+9%	+$2.43M	9.17%	2
2025 Q1	$26M	Buy	281,866 +23,128	+9%	+$2.25M	8.36%	2
2024 Q4	$25.1M	Buy	258,738 +13,878	+6%	+$1.36M	8.08%	2
2024 Q3	$23.2M	Buy	244,860 +28,231	+13%	+$2.59M	7.87%	2
2024 Q2	$19.5M	Buy	216,629 +14,313	+7%	+$1.26M	7.4%	2
2024 Q1	$18.1M	Buy	202,316 +15,460	+8%	+$1.31M	7.13%	3
2023 Q4	$15.2M	Buy	186,856 +11,009	+6%	+$833K	6.65%	5
2023 Q3	$12.9M	Buy	175,847 +7,387	+4%	+$561K	6.36%	5
2023 Q2	$12.7M	Buy	168,460 +15,030	+10%	+$1.08M	6.33%	5
2023 Q1	$10.9M	Buy	153,430 +16,684	+12%	+$1.18M	6.01%	5
2022 Q4	$9.3M	Buy	+136,746	New	+$9.35M	5.73%	5

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Legacy Financial Group (Oklahoma)'s AVUS Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) increased its Avantis US Equity ETF (AVUS) stake by 3.7% in Q1 2026, buying an estimated $1.48M and bringing the position to 363,360 shares worth $40.4M. The position accounts for 10.68% of the portfolio, ranked #1.

Legacy Financial Group (Oklahoma) first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Legacy Financial Group (Oklahoma) held 363,360 shares of Avantis US Equity ETF worth $40.4M as of Q1 2026.
Legacy Financial Group (Oklahoma) bought 12,901 Avantis US Equity ETF shares in Q1 2026, an estimated $1.48M.
Avantis US Equity ETF made up 10.68% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #1 holding.
Legacy Financial Group (Oklahoma) first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.