Orion Portfolio Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$491K	Sell	5,316 -1,833	-26%	-$179K	﹤0.01%	1431
2024 Q4	$693K	Buy	7,149 +62	+0.9%	+$6.09K	0.01%	1225
2024 Q3	$674K	Buy	7,087 +2,337	+49%	+$215K	0.01%	1219
2024 Q2	$428K	Hold	4,750	–	–	﹤0.01%	1329
2024 Q1	$425K	Sell	4,750 -797	-14%	-$67.3K	﹤0.01%	1338
2023 Q4	$450K	Sell	5,547 -4,104	-43%	-$311K	0.01%	1252
2023 Q3	$707K	Sell	9,651 -4,073	-30%	-$309K	0.01%	1069
2023 Q2	$1.03M	Buy	13,724 +1,806	+15%	+$129K	0.01%	943
2023 Q1	$845K	Buy	+11,918	New	+$844K	0.01%	947
2022 Q3	–	Sell	-3,135	Closed	-$204K	–	719
2022 Q2	$204K	Buy	+3,135	New	+$222K	0.01%	653

Other funds holding AVUS

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

HWM

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

Orion Portfolio Solutions's AVUS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Avantis US Equity ETF (AVUS) stake by 26% in Q1 2025, selling an estimated $179K and leaving 5,316 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Orion Portfolio Solutions first reported a position in AVUS in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2023. 447 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

Orion Portfolio Solutions held 5,316 shares of Avantis US Equity ETF worth $491K as of Q1 2025.
Orion Portfolio Solutions sold 1,833 Avantis US Equity ETF shares in Q1 2025, an estimated $179K.
Avantis US Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1431 holding.
Orion Portfolio Solutions first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 10 quarters since.
Orion Portfolio Solutions's Avantis US Equity ETF position peaked at $1.03M in Q2 2023.
447 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.