MN Wealth Advisors
AVUS icon

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
Q3 		$8.92M Sell
69,652
-188
-0.3% -$24.3K 3.62% 6
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MN Wealth Advisors's AVUS Position: Q3 2026 in Review

MN Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.27% in Q3 2026, selling an estimated $24.3K and leaving 69,652 shares worth $8.92M. The position accounts for 3.62% of the portfolio, ranked #6.

MN Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.95M in Q2 2026. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • MN Wealth Advisors held 69,652 shares of Avantis US Equity ETF worth $8.92M as of Q3 2026.
  • MN Wealth Advisors sold 188 Avantis US Equity ETF shares in Q3 2026, an estimated $24.3K.
  • Avantis US Equity ETF made up 3.62% of MN Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • MN Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • MN Wealth Advisors's Avantis US Equity ETF position peaked at $8.95M in Q2 2026.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.