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M Holdings Securities’s Avantis US Equity ETF AVUS Stock Holding History

M Holdings Securities’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 		– Sell
-15,965
Closed -$1.77M – 159
2026
Q1 		$1.77M Buy
15,965
+2,788
+21% +$319K 0.12% 145
2025
Q4 		$1.47M Buy
+13,177
New +$1.45M 0.11% 154
2024
Q3 		– Sell
-83,156
Closed -$7.5M – 125
2024
Q2 		$7.5M Buy
+83,156
New +$7.35M 0.97% 22

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
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

M Holdings Securities's AVUS Position: Q2 2026 in Review

M Holdings Securities sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 15,965 shares — an estimated $1.77M sold.

M Holdings Securities first reported a position in AVUS in Q2 2024 and held it in 3 quarters. The position peaked at $7.5M in Q2 2024. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • M Holdings Securities reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 15,965 Avantis US Equity ETF shares in Q2 2026, an estimated $1.77M.
  • M Holdings Securities first reported a position in Avantis US Equity ETF in Q2 2024 and held it in 3 quarters.
  • M Holdings Securities's Avantis US Equity ETF position peaked at $7.5M in Q2 2024.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.