MWM
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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
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

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Mission Wealth Management's AVUS Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 2,746 shares worth $352K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in AVUS as recently as Q1 2024.

Mission Wealth Management first reported a position in AVUS in Q1 2024 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Mission Wealth Management held 2,746 shares of Avantis US Equity ETF worth $352K as of Q2 2026.
  • Avantis US Equity ETF was a new Mission Wealth Management position in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #815 holding.
  • Mission Wealth Management first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.