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

Monument Group 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	$927K	Sell	7,237 -68	-0.9%	-$8.38K	0.44%	13
2026 Q1	$812K	Hold	7,305	–	–	0.45%	13
2025 Q4	$817K	Sell	7,305 -481	-6%	-$53K	0.45%	13
2025 Q3	$846K	Hold	7,786	–	–	0.5%	13
2025 Q2	$785K	Hold	7,786	–	–	0.49%	14
2025 Q1	$719K	Hold	7,786	–	–	0.5%	15
2024 Q4	$755K	Hold	7,786	–	–	0.53%	14
2024 Q3	$741K	Hold	7,786	–	–	0.45%	16
2024 Q2	$702K	Hold	7,786	–	–	0.47%	17
2024 Q1	$697K	Sell	7,786 -274	-3%	-$23.1K	0.52%	16
2023 Q4	$657K	Buy	+8,060	New	+$610K	0.56%	14

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

Monument Group Wealth Advisors's AVUS Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.93% in Q2 2026, selling an estimated $8.38K and leaving 7,237 shares worth $927K. The position accounts for 0.44% of the portfolio, ranked #13.

Monument Group Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Monument Group Wealth Advisors held 7,237 shares of Avantis US Equity ETF worth $927K as of Q2 2026.
Monument Group Wealth Advisors sold 68 Avantis US Equity ETF shares in Q2 2026, an estimated $8.38K.
Avantis US Equity ETF made up 0.44% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Monument Group Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.