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MASECO Private Wealth’s Avantis US Equity ETF AVUS Stock Holding History

MASECO Private Wealth’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 		$260M Buy
+2,338,277
New +$268M 8.15% 3
2025
Q3 		– Sell
-2,093,479
Closed -$211M – 293
2025
Q2 		$211M Buy
+2,093,479
New +$196M 8.02% 3

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MASECO Private Wealth's AVUS Position: Q1 2026 in Review

MASECO Private Wealth opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 2,338,277 shares worth $260M. The stake represents 8.15% of the portfolio and ranks #3 among its holdings. This is a return to the name: MASECO Private Wealth previously reported a position in AVUS as recently as Q2 2025.

MASECO Private Wealth first reported a position in AVUS in Q2 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • MASECO Private Wealth held 2,338,277 shares of Avantis US Equity ETF worth $260M as of Q1 2026.
  • Avantis US Equity ETF was a new MASECO Private Wealth position in Q1 2026.
  • Avantis US Equity ETF made up 8.15% of MASECO Private Wealth's portfolio in Q1 2026, its #3 holding.
  • MASECO Private Wealth first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.