Merit Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Merit Financial Group’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	$1.12M	Hold	8,748	–	–	0.01%	1029
2026 Q1	$973K	Buy	+8,748	New	+$1M	0.01%	992

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

Merit Financial Group's AVUS Position: Q2 2026 in Review

Merit Financial Group held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 8,748 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1029.

Merit Financial Group first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Merit Financial Group held 8,748 shares of Avantis US Equity ETF worth $1.12M as of Q2 2026.
Merit Financial Group left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1029 holding.
Merit Financial Group first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.