National Wealth Management Group’s Avantis US Equity ETF AVUS Stock Holding History

National Wealth Management Group’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	$308K	Buy	+2,405	New	+$296K	0.1%	169

Other funds holding AVUS

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

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

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

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

National Wealth Management Group's AVUS Position: Q2 2026 in Review

National Wealth Management Group opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 2,405 shares worth $308K. The stake represents 0.1% of the portfolio and ranks #169 among its holdings.

191 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

National Wealth Management Group held 2,405 shares of Avantis US Equity ETF worth $308K as of Q2 2026.
Avantis US Equity ETF was a new National Wealth Management Group position in Q2 2026.
Avantis US Equity ETF made up 0.1% of National Wealth Management Group's portfolio in Q2 2026, its #169 holding.
191 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.