Oceanside Advisors
AVUS icon

Oceanside Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Oceanside Advisors’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
Q3 		$641K Buy
5,001
+93
+2% +$12K 0.39% 34
2026
Q2 		$629K Sell
4,908
-88
-2% -$10.8K 0.32% 35
2026
Q1 		$555K Buy
4,996
+109
+2% +$12.5K 0.32% 31
2025
Q4 		$546K Sell
4,887
-209
-4% -$23K 0.33% 31
2025
Q3 		$554K Sell
5,096
-33
-0.6% -$3.46K 0.35% 30
2025
Q2 		$517K Sell
5,129
-26
-0.5% -$2.43K 0.35% 29
2025
Q1 		$476K Buy
5,155
+43
+0.8% +$4.19K 0.34% 29
2024
Q4 		$495K Sell
5,112
-3
-0.1% -$295 0.37% 31
2024
Q3 		$487K Sell
5,115
-148
-3% -$13.6K 0.36% 29
2024
Q2 		$475K Sell
5,263
-27
-0.5% -$2.39K 0.38% 29
2024
Q1 		$473K Buy
5,290
+6
+0.1% +$507 0.39% 29
2023
Q4 		$431K Buy
+5,284
New +$400K 0.38% 30

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Oceanside Advisors's AVUS Position: Q3 2026 in Review

Oceanside Advisors increased its Avantis US Equity ETF (AVUS) stake by 1.9% in Q3 2026, buying an estimated $12K and bringing the position to 5,001 shares worth $641K. The position accounts for 0.39% of the portfolio, ranked #34.

Oceanside Advisors first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. 413 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Oceanside Advisors held 5,001 shares of Avantis US Equity ETF worth $641K as of Q3 2026.
  • Oceanside Advisors bought 93 Avantis US Equity ETF shares in Q3 2026, an estimated $12K.
  • Avantis US Equity ETF made up 0.39% of Oceanside Advisors's portfolio in Q3 2026, its #34 holding.
  • Oceanside Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 413 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.