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Parcion Private Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Parcion Private 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
Q1 		$1.29M Hold
11,602
– – 0.08% 137
2025
Q4 		$1.3M Hold
11,602
– – 0.08% 122
2025
Q3 		$1.26M Hold
11,602
– – 0.08% 122
2025
Q2 		$1.17M Hold
11,602
– – 0.08% 117
2025
Q1 		$1.07M Hold
11,602
– – 0.09% 122
2024
Q4 		$1.12M Hold
11,602
– – 0.09% 117
2024
Q3 		$1.1M Hold
11,602
– – 0.09% 116
2024
Q2 		$1.05M Buy
+11,602
New +$1.03M 0.1% 110

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Parcion Private Wealth's AVUS Position: Q1 2026 in Review

Parcion Private Wealth held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 11,602 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #137.

Parcion Private Wealth first reported a position in AVUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Parcion Private Wealth held 11,602 shares of Avantis US Equity ETF worth $1.29M as of Q1 2026.
  • Parcion Private Wealth left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.08% of Parcion Private Wealth's portfolio in Q1 2026, its #137 holding.
  • Parcion Private Wealth first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Parcion Private Wealth's Avantis US Equity ETF position peaked at $1.3M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.