NFP Retirement Inc’s Avantis US Equity ETF AVUS Stock Holding History

NFP Retirement Inc’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	$541K	Sell	4,870 -345	-7%	-$39.5K	0.03%	188
2025 Q4	$583K	Sell	5,215 -197	-4%	-$21.7K	0.04%	177
2025 Q3	$588K	Sell	5,412 -117	-2%	-$12.3K	0.04%	178
2025 Q2	$557K	Sell	5,529 -194	-3%	-$18.2K	0.04%	187
2025 Q1	$529K	Sell	5,723 -39	-0.7%	-$3.8K	0.04%	177
2024 Q4	$559K	Sell	5,762 -98	-2%	-$9.62K	0.04%	172
2024 Q3	$558K	Buy	5,860 +813	+16%	+$74.7K	0.05%	176
2024 Q2	$455K	Buy	5,047 +949	+23%	+$83.9K	0.04%	191
2024 Q1	$367K	Buy	+4,098	New	+$346K	0.03%	210

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

NFP Retirement Inc's AVUS Position: Q1 2026 in Review

NFP Retirement Inc reduced its Avantis US Equity ETF (AVUS) stake by 6.6% in Q1 2026, selling an estimated $39.5K and leaving 4,870 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #188.

NFP Retirement Inc first reported a position in AVUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $588K in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

NFP Retirement Inc held 4,870 shares of Avantis US Equity ETF worth $541K as of Q1 2026.
NFP Retirement Inc sold 345 Avantis US Equity ETF shares in Q1 2026, an estimated $39.5K.
Avantis US Equity ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #188 holding.
NFP Retirement Inc first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's Avantis US Equity ETF position peaked at $588K in Q3 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.