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 Q2	$566K	Sell	4,421 -449	-9%	-$55.3K	0.03%	193
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 $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

NFP Retirement Inc's AVUS Position: Q2 2026 in Review

NFP Retirement Inc reduced its Avantis US Equity ETF (AVUS) stake by 9.2% in Q2 2026, selling an estimated $55.3K and leaving 4,421 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #193.

NFP Retirement Inc first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $588K in Q3 2025. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

NFP Retirement Inc held 4,421 shares of Avantis US Equity ETF worth $566K as of Q2 2026.
NFP Retirement Inc sold 449 Avantis US Equity ETF shares in Q2 2026, an estimated $55.3K.
Avantis US Equity ETF made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #193 holding.
NFP Retirement Inc first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
NFP Retirement Inc's Avantis US Equity ETF position peaked at $588K in Q3 2025.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.