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

Modern 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	$3.17M	Sell	24,762 -1,572	-6%	-$194K	0.04%	317
2026 Q1	$2.95M	Buy	26,334 +117	+0.4%	+$13.4K	0.05%	258
2025 Q4	$2.93M	Buy	26,217 +1,373	+6%	+$151K	0.05%	249
2025 Q3	$2.7M	Sell	24,844 -1,938	-7%	-$203K	0.05%	250
2025 Q2	$2.7M	Buy	26,782 +13,201	+97%	+$1.24M	0.07%	232
2025 Q1	$1.25M	Buy	13,581 +4,054	+43%	+$395K	0.04%	277
2024 Q4	$923K	Buy	+9,527	New	+$935K	0.03%	264

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Modern Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 6% in Q2 2026, selling an estimated $194K and leaving 24,762 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #317.

Modern Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Modern Wealth Management held 24,762 shares of Avantis US Equity ETF worth $3.17M as of Q2 2026.
Modern Wealth Management sold 1,572 Avantis US Equity ETF shares in Q2 2026, an estimated $194K.
Avantis US Equity ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #317 holding.
Modern Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.