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Lion Street Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-29,751
Closed -$3M – 240
2025
Q2 		$3M Buy
29,751
+2,906
+11% +$272K 0.91% 20
2025
Q1 		$2.48M Sell
26,845
-6,034
-18% -$588K 0.79% 21
2024
Q4 		$3.19M Buy
32,879
+858
+3% +$84.2K 1.02% 18
2024
Q3 		$3.05M Buy
32,021
+1,326
+4% +$122K 1.06% 20
2024
Q2 		$2.77M Buy
30,695
+7,587
+33% +$670K 1.02% 20
2024
Q1 		$1.88M Hold
23,108
– – 0.77% 25
2023
Q4 		$1.88M Buy
23,108
+11,976
+108% +$906K 0.77% 25
2023
Q3 		$816K Buy
+11,132
New +$846K 0.27% 74

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Lion Street Advisors's AVUS Position: Q3 2025 in Review

Lion Street Advisors sold out of Avantis US Equity ETF (AVUS) in Q3 2025, closing a stake of 29,751 shares — an estimated $3M sold.

Lion Street Advisors first reported a position in AVUS in Q3 2023 and held it in 8 quarters. The position peaked at $3.19M in Q4 2024. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Lion Street Advisors reported no remaining Avantis US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 29,751 Avantis US Equity ETF shares in Q3 2025, an estimated $3M.
  • Lion Street Advisors first reported a position in Avantis US Equity ETF in Q3 2023 and held it in 8 quarters.
  • Lion Street Advisors's Avantis US Equity ETF position peaked at $3.19M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.