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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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

LexAurum Advisors's AVUS Position: Q2 2026 in Review

LexAurum Advisors reduced its Avantis US Equity ETF (AVUS) stake by 6.2% in Q2 2026, selling an estimated $1.64M and leaving 201,207 shares worth $25.8M. The position accounts for 2.98% of the portfolio, ranked #4.

LexAurum Advisors first reported a position in AVUS in Q1 2022 and has held it in 17 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • LexAurum Advisors held 201,207 shares of Avantis US Equity ETF worth $25.8M as of Q2 2026.
  • LexAurum Advisors sold 13,305 Avantis US Equity ETF shares in Q2 2026, an estimated $1.64M.
  • Avantis US Equity ETF made up 2.98% of LexAurum Advisors's portfolio in Q2 2026, its #4 holding.
  • LexAurum Advisors first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.