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 Q2	$1.49M	Hold	11,602	–	–	0.08%	136
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 $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Parcion Private Wealth's AVUS Position: Q2 2026 in Review

Parcion Private Wealth held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 11,602 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #136.

Parcion Private Wealth first reported a position in AVUS in Q2 2024 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Parcion Private Wealth held 11,602 shares of Avantis US Equity ETF worth $1.49M as of Q2 2026.
Parcion Private Wealth left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.08% of Parcion Private Wealth's portfolio in Q2 2026, its #136 holding.
Parcion Private Wealth first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 9 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.