Linscomb Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Linscomb Wealth’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	$347K	Sell	2,708 -25	-0.9%	-$3.08K	0.02%	254
2026 Q1	$304K	Sell	2,733 -2,833	-51%	-$324K	0.01%	292
2025 Q4	$622K	Buy	5,566 +400	+8%	+$44.1K	0.03%	211
2025 Q3	$562K	Buy	5,166 +7	+0.1%	+$735	0.02%	224
2025 Q2	$520K	Buy	5,159 +2,920	+130%	+$273K	0.02%	228
2025 Q1	$207K	Buy	+2,239	New	+$218K	0.01%	288

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

Linscomb Wealth's AVUS Position: Q2 2026 in Review

Linscomb Wealth reduced its Avantis US Equity ETF (AVUS) stake by 0.91% in Q2 2026, selling an estimated $3.08K and leaving 2,708 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #254.

Linscomb Wealth first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $622K in Q4 2025. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Linscomb Wealth held 2,708 shares of Avantis US Equity ETF worth $347K as of Q2 2026.
Linscomb Wealth sold 25 Avantis US Equity ETF shares in Q2 2026, an estimated $3.08K.
Avantis US Equity ETF made up 0.02% of Linscomb Wealth's portfolio in Q2 2026, its #254 holding.
Linscomb Wealth first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Linscomb Wealth's Avantis US Equity ETF position peaked at $622K in Q4 2025.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.