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Paladin Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Paladin Wealth’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 		$2.46M Buy
19,234
+5,661
+42% +$697K 1.43% 18
2026
Q1 		$1.51M Buy
13,573
+2,113
+18% +$242K 1.04% 26
2025
Q4 		$1.28M Buy
11,460
+3,810
+50% +$420K 0.87% 32
2025
Q3 		$832K Buy
7,650
+1,903
+33% +$200K 0.6% 61
2025
Q2 		$579K Buy
+5,747
New +$538K 0.45% 87

Other funds holding AVUS

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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Paladin Wealth's AVUS Position: Q2 2026 in Review

Paladin Wealth increased its Avantis US Equity ETF (AVUS) stake by 42% in Q2 2026, buying an estimated $697K and bringing the position to 19,234 shares worth $2.46M. The position accounts for 1.43% of the portfolio, ranked #18.

Paladin Wealth first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Paladin Wealth held 19,234 shares of Avantis US Equity ETF worth $2.46M as of Q2 2026.
  • Paladin Wealth bought 5,661 Avantis US Equity ETF shares in Q2 2026, an estimated $697K.
  • Avantis US Equity ETF made up 1.43% of Paladin Wealth's portfolio in Q2 2026, its #18 holding.
  • Paladin Wealth first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.