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Minot DeBlois Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Minot DeBlois 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 		$46.9K Buy
+421
New +$48.2K 0.04% 113
2025
Q4 		– Sell
-421
Closed -$45.8K – 222
2025
Q3 		$45.8K Hold
421
– – 0.04% 111
2025
Q2 		$42.5K Hold
421
– – 0.04% 114
2025
Q1 		$38.9K Hold
421
– – 0.04% 115
2024
Q4 		$40.8K Buy
+421
New +$41.3K 0.04% 132

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

Minot DeBlois Advisors's AVUS Position: Q1 2026 in Review

Minot DeBlois Advisors opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 421 shares worth $46.9K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings. This is a return to the name: Minot DeBlois Advisors previously reported a position in AVUS as recently as Q3 2025.

Minot DeBlois Advisors first reported a position in AVUS in Q4 2024 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Minot DeBlois Advisors held 421 shares of Avantis US Equity ETF worth $46.9K as of Q1 2026.
  • Avantis US Equity ETF was a new Minot DeBlois Advisors position in Q1 2026.
  • Avantis US Equity ETF made up 0.04% of Minot DeBlois Advisors's portfolio in Q1 2026, its #113 holding.
  • Minot DeBlois Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.