NWM
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Northwest Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Northwest Wealth Management’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 		$9.69M Sell
75,640
-2,969
-4% -$366K 1.28% 20
2026
Q1 		$8.74M Sell
78,609
-831
-1% -$95.1K 1.31% 20
2025
Q4 		$8.88M Sell
79,440
-2,360
-3% -$260K 1.4% 19
2025
Q3 		$8.89M Sell
81,800
-4,269
-5% -$448K 1.47% 18
2025
Q2 		$8.68M Sell
86,069
-1,657
-2% -$155K 1.57% 17
2025
Q1 		$8.1M Sell
87,726
-53
-0.1% -$5.16K 1.61% 16
2024
Q4 		$8.51M Sell
87,779
-1,072
-1% -$105K 1.8% 14
2024
Q3 		$8.45M Buy
88,851
+918
+1% +$84.3K 1.97% 13
2024
Q2 		$7.93M Buy
87,933
+1,937
+2% +$171K 2.05% 12
2024
Q1 		$7.7M Buy
85,996
+6,986
+9% +$590K 2.11% 11
2023
Q4 		$6.44M Sell
79,010
-1,619
-2% -$123K 1.94% 14
2023
Q3 		$5.91M Sell
80,629
-544
-0.7% -$41.3K 2.13% 12
2023
Q2 		$6.1M Buy
81,173
+60
+0.1% +$4.29K 2.21% 12
2023
Q1 		$5.75M Buy
81,113
+115
+0.1% +$8.14K 2.2% 11
2022
Q4 		$5.51M Buy
80,998
+22,885
+39% +$1.56M 2.36% 10
2022
Q3 		$3.62M Sell
58,113
-2,438
-4% -$167K 1.6% 16
2022
Q2 		$3.94M Buy
60,551
+23,553
+64% +$1.67M 1.71% 15
2022
Q1 		$2.85M Buy
36,998
+1,552
+4% +$118K 1.4% 24
2021
Q4 		$2.84M Sell
35,446
-65
-0.2% -$5.09K 1.32% 22
2021
Q3 		$2.62M Buy
35,511
+1,119
+3% +$84.2K 1.3% 21
2021
Q2 		$2.55M Buy
34,392
+8,648
+34% +$629K 1.35% 19
2021
Q1 		$1.79M Buy
25,744
+6,245
+32% +$418K 1.12% 24
2020
Q4 		$1.23M Buy
+19,499
New +$1.15M 0.85% 34

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
Commonwealth Equity Services
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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Northwest Wealth Management's AVUS Position: Q2 2026 in Review

Northwest Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 3.8% in Q2 2026, selling an estimated $366K and leaving 75,640 shares worth $9.69M. The position accounts for 1.28% of the portfolio, ranked #20.

Northwest Wealth Management first reported a position in AVUS in Q4 2020 and has held it in 23 quarters since. 269 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Northwest Wealth Management held 75,640 shares of Avantis US Equity ETF worth $9.69M as of Q2 2026.
  • Northwest Wealth Management sold 2,969 Avantis US Equity ETF shares in Q2 2026, an estimated $366K.
  • Avantis US Equity ETF made up 1.28% of Northwest Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Northwest Wealth Management first reported a position in Avantis US Equity ETF in Q4 2020 and has held it in 23 quarters since.
  • 269 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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