Level Four Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Level Four Advisory Services’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	$1.05M	Hold	9,450	–	–	0.03%	415
2025 Q4	$1.06M	Hold	9,450	–	–	0.03%	397
2025 Q3	$1.03M	Hold	9,450	–	–	0.04%	407
2025 Q2	$953K	Hold	9,450	–	–	0.04%	392
2025 Q1	$873K	Hold	9,450	–	–	0.04%	378
2024 Q4	$916K	Hold	9,450	–	–	0.04%	365
2024 Q3	$894K	Hold	9,450	–	–	0.04%	388
2024 Q2	$852K	Hold	9,450	–	–	0.04%	372
2024 Q1	$771K	Hold	9,450	–	–	0.04%	357
2023 Q4	$771K	Buy	+9,450	New	+$715K	0.04%	355

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

Level Four Advisory Services's AVUS Position: Q1 2026 in Review

Level Four Advisory Services held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 9,450 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #415.

Level Four Advisory Services first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Level Four Advisory Services held 9,450 shares of Avantis US Equity ETF worth $1.05M as of Q1 2026.
Level Four Advisory Services left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #415 holding.
Level Four Advisory Services first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Level Four Advisory Services's Avantis US Equity ETF position peaked at $1.06M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.