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MN Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

MN 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
Q2 		$8.95M Buy
69,840
+3,550
+5% +$437K 3.81% 5
2026
Q1 		$7.37M Buy
66,290
+1,508
+2% +$173K 3.59% 8
2025
Q4 		$7.24M Buy
64,782
+17
+0% +$1.87K 3.66% 7
2025
Q3 		$7.04M Buy
64,765
+2,945
+5% +$309K 3.76% 7
2025
Q2 		$6.23M Sell
61,820
-64
-0.1% -$5.99K 3.63% 7
2025
Q1 		$5.72M Buy
61,884
+6,577
+12% +$641K 3.36% 5
2024
Q4 		$5.36M Buy
55,307
+3,524
+7% +$346K 3.02% 10
2024
Q3 		$4.93M Buy
51,783
+850
+2% +$78.1K 2.8% 10
2024
Q2 		$4.59M Buy
50,933
+2,099
+4% +$185K 2.66% 10
2024
Q1 		$4.37M Buy
48,834
+325
+0.7% +$27.4K 2.7% 11
2023
Q4 		$3.96M Buy
+48,509
New +$3.67M 2.73% 10

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

MN Wealth Advisors's AVUS Position: Q2 2026 in Review

MN Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 5.4% in Q2 2026, buying an estimated $437K and bringing the position to 69,840 shares worth $8.95M. The position accounts for 3.81% of the portfolio, ranked #5.

MN Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • MN Wealth Advisors held 69,840 shares of Avantis US Equity ETF worth $8.95M as of Q2 2026.
  • MN Wealth Advisors bought 3,550 Avantis US Equity ETF shares in Q2 2026, an estimated $437K.
  • Avantis US Equity ETF made up 3.81% of MN Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • MN Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.