MONECO Advisors
AVUS icon

MONECO Advisors’s Avantis US Equity ETF AVUS Stock Holding History

MONECO 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 		$431K Buy
3,365
+537
+19% +$69.4K 0.03% 412
2026
Q2 		$362K Buy
2,828
+200
+8% +$24.6K 0.02% 429
2026
Q1 		$292K Buy
2,628
+370
+16% +$42.4K 0.02% 408
2025
Q4 		$252K Buy
+2,258
New +$249K 0.02% 437

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

MONECO Advisors's AVUS Position: Q3 2026 in Review

MONECO Advisors increased its Avantis US Equity ETF (AVUS) stake by 19% in Q3 2026, buying an estimated $69.4K and bringing the position to 3,365 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #412.

MONECO Advisors first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • MONECO Advisors held 3,365 shares of Avantis US Equity ETF worth $431K as of Q3 2026.
  • MONECO Advisors bought 537 Avantis US Equity ETF shares in Q3 2026, an estimated $69.4K.
  • Avantis US Equity ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #412 holding.
  • MONECO Advisors first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.