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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
Q2 		$305M Buy
2,377,661
+39,384
+2% +$4.85M 8.56% 3
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 $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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MASECO Private Wealth's AVUS Position: Q2 2026 in Review

MASECO Private Wealth increased its Avantis US Equity ETF (AVUS) stake by 1.7% in Q2 2026, buying an estimated $4.85M and bringing the position to 2,377,661 shares worth $305M. The position accounts for 8.56% of the portfolio, ranked #3.

MASECO Private Wealth first reported a position in AVUS in Q2 2025 and has held it in 3 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • MASECO Private Wealth held 2,377,661 shares of Avantis US Equity ETF worth $305M as of Q2 2026.
  • MASECO Private Wealth bought 39,384 Avantis US Equity ETF shares in Q2 2026, an estimated $4.85M.
  • Avantis US Equity ETF made up 8.56% of MASECO Private Wealth's portfolio in Q2 2026, its #3 holding.
  • MASECO Private Wealth first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.