MFG
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Magnus Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Magnus Financial Group’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 		$377K Sell
2,942
-1,272
-30% -$157K 0.03% 278
2026
Q1 		$468K Sell
4,214
-14,782
-78% -$1.69M 0.04% 236
2025
Q4 		$2.12M Sell
18,996
-1,168
-6% -$129K 0.16% 104
2025
Q3 		$2.19M Sell
20,164
-388
-2% -$40.7K 0.17% 105
2025
Q2 		$2.07M Sell
20,552
-1,353
-6% -$127K 0.18% 101
2025
Q1 		$2.02M Sell
21,905
-671
-3% -$65.4K 0.2% 97
2024
Q4 		$2.19M Sell
22,576
-525
-2% -$51.5K 0.21% 92
2024
Q3 		$2.2M Sell
23,101
-1,165
-5% -$107K 0.22% 82
2024
Q2 		$2.19M Sell
24,266
-645
-3% -$57K 0.25% 77
2024
Q1 		$2.23M Sell
24,911
-3,155
-11% -$266K 0.26% 75
2023
Q4 		$2.29M Buy
28,066
+122
+0.4% +$9.23K 0.3% 61
2023
Q3 		$2.05M Sell
27,944
-16
-0.1% -$1.22K 0.3% 59
2023
Q2 		$2.1M Sell
27,960
-2,369
-8% -$170K 0.3% 59
2023
Q1 		$2.15M Buy
30,329
+494
+2% +$35K 0.33% 55
2022
Q4 		$2.03M Sell
29,835
-4,555
-13% -$311K 0.33% 59
2022
Q3 		$2.14M Sell
34,390
-235
-0.7% -$16.1K 0.41% 46
2022
Q2 		$2.25M Buy
34,625
+1,383
+4% +$98.1K 0.41% 45
2022
Q1 		$2.56M Buy
33,242
+5,066
+18% +$386K 0.43% 42
2021
Q4 		$2.26M Buy
28,176
+558
+2% +$43.7K 0.43% 40
2021
Q3 		$2.04M Buy
27,618
+642
+2% +$48.3K 0.43% 38
2021
Q2 		$2M Buy
26,976
+1,551
+6% +$113K 0.44% 38
2021
Q1 		$1.76M Sell
25,425
-10,886
-30% -$728K 0.43% 37
2020
Q4 		$2.29M Buy
36,311
+1,571
+5% +$92.4K 0.23% 39
2020
Q3 		$1.88M Sell
34,740
-510
-1% -$27.3K 0.22% 40
2020
Q2 		$1.76M Sell
35,250
-14,933
-30% -$700K 0.2% 39
2020
Q1 		$2.05M Buy
50,183
+4,907
+11% +$248K 0.28% 37
2019
Q4 		$2.46M Buy
+45,276
New +$2.36M 0.35% 38

Other funds holding AVUS

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
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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Magnus Financial Group's AVUS Position: Q2 2026 in Review

Magnus Financial Group reduced its Avantis US Equity ETF (AVUS) stake by 30% in Q2 2026, selling an estimated $157K and leaving 2,942 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #278.

Magnus Financial Group first reported a position in AVUS in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.56M in Q1 2022. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Magnus Financial Group held 2,942 shares of Avantis US Equity ETF worth $377K as of Q2 2026.
  • Magnus Financial Group sold 1,272 Avantis US Equity ETF shares in Q2 2026, an estimated $157K.
  • Avantis US Equity ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #278 holding.
  • Magnus Financial Group first reported a position in Avantis US Equity ETF in Q4 2019 and has held it in 27 quarters since.
  • Magnus Financial Group's Avantis US Equity ETF position peaked at $2.56M in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.