Pacific Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Pacific Asset 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 Q3	$2.19M	Sell	17,110 -184	-1%	-$23.8K	1.07%	23
2026 Q2	$2.21M	Sell	17,294 -155	-0.9%	-$19.1K	1.09%	22
2026 Q1	$1.94M	Buy	17,449 +216	+1%	+$24.7K	1.08%	23
2025 Q4	$1.93M	Sell	17,233 -964	-5%	-$106K	1.16%	23
2025 Q3	$1.98M	Buy	18,197 +545	+3%	+$57.2K	1.34%	19
2025 Q2	$1.78M	Buy	17,652 +1,983	+13%	+$186K	1.43%	16
2025 Q1	$1.45M	Buy	15,669 +110	+0.7%	+$10.7K	1.3%	17
2024 Q4	$1.51M	Buy	+15,559	New	+$1.53M	1.42%	19

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

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

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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Pacific Asset Management's AVUS Position: Q3 2026 in Review

Pacific Asset Management reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q3 2026, selling an estimated $23.8K and leaving 17,110 shares worth $2.19M. The position accounts for 1.07% of the portfolio, ranked #23.

Pacific Asset Management first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q2 2026. 212 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Pacific Asset Management held 17,110 shares of Avantis US Equity ETF worth $2.19M as of Q3 2026.
Pacific Asset Management sold 184 Avantis US Equity ETF shares in Q3 2026, an estimated $23.8K.
Avantis US Equity ETF made up 1.07% of Pacific Asset Management's portfolio in Q3 2026, its #23 holding.
Pacific Asset Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Pacific Asset Management's Avantis US Equity ETF position peaked at $2.21M in Q2 2026.
212 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.