Mission Wealth Management
AVUS icon

Mission Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Mission Wealth Management’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
Q3 		– Sell
-2,746
Closed -$352K – 800
2026
Q2 		$352K Buy
+2,746
New +$338K ﹤0.01% 815
2024
Q2 		– Sell
-3,337
Closed -$299K – 679
2024
Q1 		$299K Buy
+3,337
New +$282K 0.01% 560

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Prime Capital Investment Advisors
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HighTower Advisors
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Mission Wealth Management's AVUS Position: Q3 2026 in Review

Mission Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q3 2026, closing a stake of 2,746 shares — an estimated $352K sold.

Mission Wealth Management first reported a position in AVUS in Q1 2024 and held it in 2 quarters. The position peaked at $352K in Q2 2026. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Mission Wealth Management reported no remaining Avantis US Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 2,746 Avantis US Equity ETF shares in Q3 2026, an estimated $352K.
  • Mission Wealth Management first reported a position in Avantis US Equity ETF in Q1 2024 and held it in 2 quarters.
  • Mission Wealth Management's Avantis US Equity ETF position peaked at $352K in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.