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 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Life Planning Partners's AVUS Position: Q2 2026 in Review

Life Planning Partners reduced its Avantis US Equity ETF (AVUS) stake by 7.7% in Q2 2026, selling an estimated $200K and leaving 19,373 shares worth $2.48M. The position accounts for 1.84% of the portfolio, ranked #15.

Life Planning Partners first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.98M in Q3 2025. 351 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Life Planning Partners held 19,373 shares of Avantis US Equity ETF worth $2.48M as of Q2 2026.
Life Planning Partners sold 1,626 Avantis US Equity ETF shares in Q2 2026, an estimated $200K.
Avantis US Equity ETF made up 1.84% of Life Planning Partners's portfolio in Q2 2026, its #15 holding.
Life Planning Partners first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Life Planning Partners's Avantis US Equity ETF position peaked at $2.98M in Q3 2025.
351 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.