LSA
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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 $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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