Life Planning Partners’s Avantis US Equity ETF AVUS Stock Holding History

Life Planning Partners’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 Q3	$2.35M	Sell	18,368 -1,005	-5%	-$130K	1.88%	15
2026 Q2	$2.48M	Sell	19,373 -1,626	-8%	-$200K	1.84%	15
2026 Q1	$2.33M	Buy	20,999 +830	+4%	+$95K	1.78%	15
2025 Q4	$2.25M	Sell	20,169 -7,217	-26%	-$795K	1.73%	17
2025 Q3	$2.98M	Buy	27,386 +1,287	+5%	+$135K	2.17%	11
2025 Q2	$2.63M	Buy	26,099 +13,805	+112%	+$1.29M	2.09%	11
2025 Q1	$1.14M	Buy	12,294 +2,453	+25%	+$239K	1.03%	26
2024 Q4	$954K	Buy	9,841 +1	+0%	+$98	0.88%	27
2024 Q3	$936K	Buy	9,840 +1,579	+19%	+$145K	0.84%	28
2024 Q2	$745K	Buy	8,261 +4,696	+132%	+$415K	0.68%	30
2024 Q1	$319K	Hold	3,565	–	–	0.32%	51
2023 Q4	$291K	Buy	+3,565	New	+$270K	0.29%	51

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Life Planning Partners's AVUS Position: Q3 2026 in Review

Life Planning Partners reduced its Avantis US Equity ETF (AVUS) stake by 5.2% in Q3 2026, selling an estimated $130K and leaving 18,368 shares worth $2.35M. The position accounts for 1.88% of the portfolio, ranked #15.

Life Planning Partners first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q3 2025. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Life Planning Partners held 18,368 shares of Avantis US Equity ETF worth $2.35M as of Q3 2026.
Life Planning Partners sold 1,005 Avantis US Equity ETF shares in Q3 2026, an estimated $130K.
Avantis US Equity ETF made up 1.88% of Life Planning Partners's portfolio in Q3 2026, its #15 holding.
Life Planning Partners first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Life Planning Partners's Avantis US Equity ETF position peaked at $2.98M in Q3 2025.
442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.