MAI Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

MAI Capital Management’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	$1.18M	Buy	9,198 +5,366	+140%	+$661K	﹤0.01%	893
2026 Q1	$426K	Hold	3,832	–	–	﹤0.01%	1093
2025 Q4	$428K	Sell	3,832 -27	-0.7%	-$2.97K	﹤0.01%	1019
2025 Q3	$419K	Buy	3,859 +591	+18%	+$62K	﹤0.01%	978
2025 Q2	$329K	Buy	+3,268	New	+$306K	﹤0.01%	979

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

MAI Capital Management's AVUS Position: Q2 2026 in Review

MAI Capital Management increased its Avantis US Equity ETF (AVUS) stake by 140% in Q2 2026, buying an estimated $661K and bringing the position to 9,198 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #893.

MAI Capital Management first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

MAI Capital Management held 9,198 shares of Avantis US Equity ETF worth $1.18M as of Q2 2026.
MAI Capital Management bought 5,366 Avantis US Equity ETF shares in Q2 2026, an estimated $661K.
Avantis US Equity ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #893 holding.
MAI Capital Management first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.