Oakwell Private Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Oakwell Private 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	$805K	Sell	6,289 -520	-8%	-$64.1K	0.13%	50
2026 Q1	$757K	Hold	6,809	–	–	0.14%	48
2025 Q4	$761K	Sell	6,809 -120	-2%	-$13.2K	0.14%	51
2025 Q3	$753K	Hold	6,929	–	–	0.15%	48
2025 Q2	$699K	Hold	6,929	–	–	0.16%	46
2025 Q1	$640K	Hold	6,929	–	–	0.18%	43
2024 Q4	$672K	Sell	6,929 -184	-3%	-$18.1K	0.19%	42
2024 Q3	$677K	Hold	7,113	–	–	0.19%	41
2024 Q2	$642K	Hold	7,113	–	–	0.18%	42
2024 Q1	$637K	Hold	7,113	–	–	0.19%	40
2023 Q4	$580K	Hold	7,113	–	–	0.2%	40
2023 Q3	$521K	Hold	7,113	–	–	0.22%	40
2023 Q2	$535K	Sell	7,113 -274	-4%	-$19.6K	0.22%	38
2023 Q1	$524K	Buy	7,387 +351	+5%	+$24.8K	0.24%	39
2022 Q4	$479K	Buy	7,036 +1,665	+31%	+$114K	0.23%	39
2022 Q3	$335K	Sell	5,371 -18,064	-77%	-$1.24M	0.19%	48
2022 Q2	$1.52M	Buy	23,435 +16,110	+220%	+$1.14M	0.87%	17
2022 Q1	$565K	Buy	+7,325	New	+$558K	0.28%	37

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

Oakwell Private Wealth Management's AVUS Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 7.6% in Q2 2026, selling an estimated $64.1K and leaving 6,289 shares worth $805K. The position accounts for 0.13% of the portfolio, ranked #50.

Oakwell Private Wealth Management first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2022. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Oakwell Private Wealth Management held 6,289 shares of Avantis US Equity ETF worth $805K as of Q2 2026.
Oakwell Private Wealth Management sold 520 Avantis US Equity ETF shares in Q2 2026, an estimated $64.1K.
Avantis US Equity ETF made up 0.13% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #50 holding.
Oakwell Private Wealth Management first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
Oakwell Private Wealth Management's Avantis US Equity ETF position peaked at $1.52M in Q2 2022.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.