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LRI Investments’s Avantis US Equity ETF AVUS Stock Holding History

LRI Investments’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 		$10.2M Hold
79,583
– – 0.82% 22
2026
Q1 		$8.85M Sell
79,583
-1,301
-2% -$149K 0.78% 23
2025
Q4 		$9.04M Hold
80,884
– – 0.73% 22
2025
Q3 		$8.79M Hold
80,884
– – 0.72% 21
2025
Q2 		$8.15M Sell
80,884
-2,974
-4% -$278K 0.69% 21
2025
Q1 		$7.75M Buy
83,858
+82,329
+5,384% +$8.02M 0.75% 19
2024
Q4 		$148K Hold
1,529
– – 0.01% 335
2024
Q3 		$152K Hold
1,529
– – 0.01% 331
2024
Q2 		$138K Hold
1,529
– – 0.02% 329
2024
Q1 		$137K Buy
+1,529
New +$129K 0.03% 164

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Commonwealth Equity Services
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

LRI Investments's AVUS Position: Q2 2026 in Review

LRI Investments held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 79,583 shares worth $10.2M. The position accounts for 0.82% of the portfolio, ranked #22.

LRI Investments first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • LRI Investments held 79,583 shares of Avantis US Equity ETF worth $10.2M as of Q2 2026.
  • LRI Investments left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.82% of LRI Investments's portfolio in Q2 2026, its #22 holding.
  • LRI Investments first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 288 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.