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 Q2	$1.21M	Hold	9,450	–	–	0.03%	413
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 $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

Level Four Advisory Services's AVUS Position: Q2 2026 in Review

Level Four Advisory Services held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 9,450 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #413.

Level Four Advisory Services first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Level Four Advisory Services held 9,450 shares of Avantis US Equity ETF worth $1.21M as of Q2 2026.
Level Four Advisory Services left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #413 holding.
Level Four Advisory Services first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.