Leo Wealth LLC’s Avantis US Equity ETF AVUS Stock Holding History

Leo Wealth LLC’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	$52.5M	Sell	471,880 -11,937	-2%	-$1.37M	3.81%	3
2025 Q4	$54.1M	Buy	483,817 +216,502	+81%	+$23.8M	3.92%	5
2025 Q3	$29.1M	Sell	267,315 -197,809	-43%	-$20.8M	3.77%	6
2025 Q2	$46.9M	Buy	465,124 +198,393	+74%	+$18.6M	3.65%	6
2025 Q1	$24.6M	Sell	266,731 -176,904	-40%	-$17.2M	3.54%	6
2024 Q4	$43M	Buy	443,635 +23,922	+6%	+$2.35M	3.85%	5
2024 Q3	$39.9M	Buy	419,713 +14,033	+3%	+$1.29M	3.65%	6
2024 Q2	$36.6M	Sell	405,680 -5,747	-1%	-$508K	3.73%	5
2024 Q1	$36.8M	Buy	411,427 +22,937	+6%	+$1.94M	3.76%	6
2023 Q4	$32.7M	Buy	+388,490	New	+$29.4M	3.39%	6

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

Leo Wealth LLC's AVUS Position: Q1 2026 in Review

Leo Wealth LLC reduced its Avantis US Equity ETF (AVUS) stake by 2.5% in Q1 2026, selling an estimated $1.37M and leaving 471,880 shares worth $52.5M. The position accounts for 3.81% of the portfolio, ranked #3.

Leo Wealth LLC first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $54.1M in Q4 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Leo Wealth LLC held 471,880 shares of Avantis US Equity ETF worth $52.5M as of Q1 2026.
Leo Wealth LLC sold 11,937 Avantis US Equity ETF shares in Q1 2026, an estimated $1.37M.
Avantis US Equity ETF made up 3.81% of Leo Wealth LLC's portfolio in Q1 2026, its #3 holding.
Leo Wealth LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Avantis US Equity ETF position peaked at $54.1M in Q4 2025.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.