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

Mutual 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
Q1 		$666K Buy
5,991
+74
+1% +$8.47K 0.01% 757
2025
Q4 		$661K Sell
5,917
-65
-1% -$7.16K 0.01% 745
2025
Q3 		$653K Sell
5,982
-169
-3% -$17.7K 0.01% 734
2025
Q2 		$641K Sell
6,151
-285
-4% -$26.7K 0.02% 671
2025
Q1 		$580K Sell
6,436
-140
-2% -$13.6K 0.02% 656
2024
Q4 		$651K Sell
6,576
-1,725
-21% -$169K 0.02% 614
2024
Q3 		$796K Sell
8,301
-147,071
-95% -$13.5M 0.02% 557
2024
Q2 		$14.2M Buy
155,372
+64,797
+72% +$5.73M 0.43% 31
2024
Q1 		$8.11M Buy
90,575
+21,644
+31% +$1.83M 0.26% 76
2023
Q4 		$5.62M Buy
68,931
+18,099
+36% +$1.37M 0.2% 113
2023
Q3 		$3.72M Buy
50,832
+5,756
+13% +$437K 0.15% 146
2023
Q2 		$3.39M Buy
45,076
+5,973
+15% +$427K 0.13% 161
2023
Q1 		$2.77M Buy
39,103
+6,767
+21% +$479K 0.11% 184
2022
Q4 		$2.2M Buy
32,336
+7,119
+28% +$487K 0.1% 207
2022
Q3 		$1.57M Buy
25,217
+4,114
+19% +$283K 0.08% 246
2022
Q2 		$1.37M Sell
21,103
-13,577
-39% -$963K 0.09% 263
2022
Q1 		$2.67M Sell
34,680
-1,121
-3% -$85.4K 0.15% 162
2021
Q4 		$2.87M Buy
35,801
+7,700
+27% +$603K 0.15% 162
2021
Q3 		$2.07M Buy
+28,101
New +$2.11M 0.12% 208
2021
Q1 		– Sell
-3,306
Closed -$208K – 775
2020
Q4 		$208K Buy
+3,306
New +$194K 0.02% 690

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Mutual Advisors's AVUS Position: Q1 2026 in Review

Mutual Advisors increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q1 2026, buying an estimated $8.47K and bringing the position to 5,991 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #757.

Mutual Advisors first reported a position in AVUS in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.2M in Q2 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Mutual Advisors held 5,991 shares of Avantis US Equity ETF worth $666K as of Q1 2026.
  • Mutual Advisors bought 74 Avantis US Equity ETF shares in Q1 2026, an estimated $8.47K.
  • Avantis US Equity ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #757 holding.
  • Mutual Advisors first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 20 quarters since.
  • Mutual Advisors's Avantis US Equity ETF position peaked at $14.2M in Q2 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.