Medallion Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Medallion Wealth Advisors’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	$10.6K	Hold	83	–	–	﹤0.01%	731
2026 Q1	$9.23K	Buy	83 +43	+108%	+$4.92K	﹤0.01%	772
2025 Q4	$4.47K	Hold	40	–	–	﹤0.01%	880
2025 Q3	$4.35K	Hold	40	–	–	﹤0.01%	879
2025 Q2	$4.05K	Hold	40	–	–	﹤0.01%	868
2025 Q1	$3.71K	Hold	40	–	–	﹤0.01%	835
2024 Q4	$3.88K	Buy	+40	New	+$3.93K	﹤0.01%	774

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

Medallion Wealth Advisors's AVUS Position: Q2 2026 in Review

Medallion Wealth Advisors held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 83 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Medallion Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Medallion Wealth Advisors held 83 shares of Avantis US Equity ETF worth $10.6K as of Q2 2026.
Medallion Wealth Advisors left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #731 holding.
Medallion Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.