My Personal CFO LLC’s Avantis US Equity ETF AVUS Stock Holding History

My Personal CFO LLC’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	$14.1M	Sell	110,443 -6,746	-6%	-$831K	5.52%	4
2026 Q1	$13M	Sell	117,189 -6,801	-5%	-$779K	5.71%	3
2025 Q4	$13.9M	Buy	+123,990	New	+$13.7M	5.78%	3
2025 Q3	–	Sell	-138,935	Closed	-$14M	–	98
2025 Q2	$14M	Buy	138,935 +174	+0.1%	+$16.3K	6.37%	3
2025 Q1	$12.8M	Buy	138,761 +2,831	+2%	+$276K	6.46%	3
2024 Q4	$13.2M	Buy	135,930 +7,771	+6%	+$763K	6.76%	3
2024 Q3	$12.2M	Buy	128,159 +18,830	+17%	+$1.73M	6.69%	3
2024 Q2	$9.86M	Buy	109,329 +8,978	+9%	+$793K	5.26%	4
2024 Q1	$8.98M	Buy	100,351 +13,286	+15%	+$1.12M	5.18%	4
2023 Q4	$7.1M	Buy	87,065 +8,027	+10%	+$607K	4.62%	5
2023 Q3	$5.79M	Buy	79,038 +5,430	+7%	+$412K	4.68%	4
2023 Q2	$5.53M	Buy	73,608 +9,404	+15%	+$673K	4.35%	4
2023 Q1	$4.55M	Buy	64,204 +52,080	+430%	+$3.69M	3.88%	5
2022 Q4	$996K	Buy	+12,124	New	+$829K	0.92%	28

Other funds holding AVUS

HWM

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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

My Personal CFO LLC's AVUS Position: Q2 2026 in Review

My Personal CFO LLC reduced its Avantis US Equity ETF (AVUS) stake by 5.8% in Q2 2026, selling an estimated $831K and leaving 110,443 shares worth $14.1M. The position accounts for 5.52% of the portfolio, ranked #4.

My Personal CFO LLC first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 322 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

My Personal CFO LLC held 110,443 shares of Avantis US Equity ETF worth $14.1M as of Q2 2026.
My Personal CFO LLC sold 6,746 Avantis US Equity ETF shares in Q2 2026, an estimated $831K.
Avantis US Equity ETF made up 5.52% of My Personal CFO LLC's portfolio in Q2 2026, its #4 holding.
My Personal CFO LLC first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
322 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.