LA
AVUS icon

LexAurum Advisors’s Avantis US Equity ETF AVUS Stock Holding History

LexAurum Advisors’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 		$25.8M Sell
201,207
-13,305
-6% -$1.64M 2.98% 4
2026
Q1 		$23.8M Buy
+214,512
New +$24.6M 3.09% 4
2025
Q3 		$22.1M Sell
203,694
-6,233
-3% -$654K 3.14% 4
2025
Q2 		$21.2M Buy
209,927
+41,733
+25% +$3.91M 3.34% 3
2025
Q1 		$15.5M Buy
168,194
+26,666
+19% +$2.6M 2.98% 5
2024
Q4 		$13.7M Buy
141,528
+3,360
+2% +$330K 2.72% 5
2024
Q3 		$13.1M Buy
138,168
+6,902
+5% +$634K 2.89% 5
2024
Q2 		$11.8M Sell
131,266
-2,479
-2% -$219K 2.89% 5
2024
Q1 		$12M Buy
133,745
+2,289
+2% +$193K 3.01% 5
2023
Q4 		$10.7M Buy
131,456
+4,209
+3% +$319K 2.81% 5
2023
Q3 		$9.32M Sell
127,247
-4,262
-3% -$324K 2.73% 6
2023
Q2 		$9.89M Sell
131,509
-1,018
-0.8% -$72.8K 2.98% 6
2023
Q1 		$9.39M Buy
132,527
+7,810
+6% +$553K 3.12% 5
2022
Q4 		$8.48M Buy
124,717
+5,890
+5% +$403K 3.04% 8
2022
Q3 		$7.41M Sell
118,827
-4,653
-4% -$320K 2.86% 7
2022
Q2 		$8.03M Buy
123,480
+54,681
+79% +$3.88M 3% 7
2022
Q1 		$5.3M Buy
+68,799
New +$5.24M 1.73% 11

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return