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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
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 $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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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

Medallion Wealth Advisors's AVUS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 108% in Q1 2026, buying an estimated $4.92K and bringing the position to 83 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Medallion Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Medallion Wealth Advisors held 83 shares of Avantis US Equity ETF worth $9.23K as of Q1 2026.
  • Medallion Wealth Advisors bought 43 Avantis US Equity ETF shares in Q1 2026, an estimated $4.92K.
  • Avantis US Equity ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #772 holding.
  • Medallion Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.