Outbound Financial Inc’s Avantis US Equity ETF AVUS Stock Holding History

Outbound Financial 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 Q3	$11.2M	Sell	87,056 -536	-0.6%	-$69.2K	7.09%	3
2026 Q2	$11.2M	Sell	87,592 -304	-0.3%	-$37.5K	7.27%	3
2026 Q1	$9.8M	Sell	87,896 -144	-0.2%	-$16.5K	7.33%	3
2025 Q4	$9.8M	Sell	88,040 -418	-0.5%	-$46K	7.66%	3
2025 Q3	$9.6M	Sell	88,458 -336	-0.4%	-$35.3K	7.84%	3
2025 Q2	$8.95M	Buy	+88,794	New	+$8.31M	8.18%	3

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Outbound Financial Inc's AVUS Position: Q3 2026 in Review

Outbound Financial Inc reduced its Avantis US Equity ETF (AVUS) stake by 0.61% in Q3 2026, selling an estimated $69.2K and leaving 87,056 shares worth $11.2M. The position accounts for 7.09% of the portfolio, ranked #3.

Outbound Financial Inc first reported a position in AVUS in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.2M in Q2 2026. 250 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Outbound Financial Inc held 87,056 shares of Avantis US Equity ETF worth $11.2M as of Q3 2026.
Outbound Financial Inc sold 536 Avantis US Equity ETF shares in Q3 2026, an estimated $69.2K.
Avantis US Equity ETF made up 7.09% of Outbound Financial Inc's portfolio in Q3 2026, its #3 holding.
Outbound Financial Inc first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Avantis US Equity ETF position peaked at $11.2M in Q2 2026.
250 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.