Mattson Financial Services’s Avantis US Equity ETF AVUS Stock Holding History

Mattson Financial Services’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	$7.04M	Buy	54,927 +7,045	+15%	+$868K	1.47%	11
2026 Q1	$5.32M	Buy	47,882 +914	+2%	+$105K	1.27%	13
2025 Q4	$5.25M	Buy	46,968 +11,986	+34%	+$1.32M	1.23%	15
2025 Q3	$3.8M	Buy	34,982 +22,103	+172%	+$2.32M	0.91%	32
2025 Q2	$1.3M	Buy	12,879 +11,722	+1,013%	+$1.1M	0.35%	90
2025 Q1	$107K	Buy	+1,157	New	+$113K	0.03%	163

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

Mattson Financial Services's AVUS Position: Q2 2026 in Review

Mattson Financial Services increased its Avantis US Equity ETF (AVUS) stake by 15% in Q2 2026, buying an estimated $868K and bringing the position to 54,927 shares worth $7.04M. The position accounts for 1.47% of the portfolio, ranked #11.

Mattson Financial Services first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Mattson Financial Services held 54,927 shares of Avantis US Equity ETF worth $7.04M as of Q2 2026.
Mattson Financial Services bought 7,045 Avantis US Equity ETF shares in Q2 2026, an estimated $868K.
Avantis US Equity ETF made up 1.47% of Mattson Financial Services's portfolio in Q2 2026, its #11 holding.
Mattson Financial Services first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.