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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
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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

M Holdings Securities's AVUS Position: Q1 2026 in Review

M Holdings Securities increased its Avantis US Equity ETF (AVUS) stake by 21% in Q1 2026, buying an estimated $319K and bringing the position to 15,965 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #145.

M Holdings Securities first reported a position in AVUS in Q2 2024 and has held it in 3 quarters since. The position peaked at $7.5M in Q2 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • M Holdings Securities held 15,965 shares of Avantis US Equity ETF worth $1.77M as of Q1 2026.
  • M Holdings Securities bought 2,788 Avantis US Equity ETF shares in Q1 2026, an estimated $319K.
  • Avantis US Equity ETF made up 0.12% of M Holdings Securities's portfolio in Q1 2026, its #145 holding.
  • M Holdings Securities first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • M Holdings Securities's Avantis US Equity ETF position peaked at $7.5M in Q2 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.