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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Modern Wealth Management's AVUS Position: Q1 2026 in Review

Modern Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.45% in Q1 2026, buying an estimated $13.4K and bringing the position to 26,334 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #258.

Modern Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Modern Wealth Management held 26,334 shares of Avantis US Equity ETF worth $2.95M as of Q1 2026.
Modern Wealth Management bought 117 Avantis US Equity ETF shares in Q1 2026, an estimated $13.4K.
Avantis US Equity ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #258 holding.
Modern Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.