Parkshore Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Parkshore Wealth 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	$10.8M	Sell	83,992 -1,746	-2%	-$226K	2.73%	10
2026 Q2	$11M	Buy	85,738 +437	+0.5%	+$53.8K	3.15%	9
2026 Q1	$9.48M	Sell	85,301 -1,197	-1%	-$137K	3.17%	10
2025 Q4	$9.7M	Sell	86,498 -1,027	-1%	-$113K	3.63%	8
2025 Q3	$9.5M	Sell	87,525 -3,067	-3%	-$322K	3.88%	7
2025 Q2	$9.13M	Buy	90,592 +20,195	+29%	+$1.89M	4.46%	3
2025 Q1	$6.5M	Sell	70,397 -2,619	-4%	-$255K	3.78%	5
2024 Q4	$7.08M	Buy	+73,016	New	+$7.17M	4.26%	5

Other funds holding AVUS

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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Parkshore Wealth Management's AVUS Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 2% in Q3 2026, selling an estimated $226K and leaving 83,992 shares worth $10.8M. The position accounts for 2.73% of the portfolio, ranked #10.

Parkshore Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $11M in Q2 2026. 175 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Parkshore Wealth Management held 83,992 shares of Avantis US Equity ETF worth $10.8M as of Q3 2026.
Parkshore Wealth Management sold 1,746 Avantis US Equity ETF shares in Q3 2026, an estimated $226K.
Avantis US Equity ETF made up 2.73% of Parkshore Wealth Management's portfolio in Q3 2026, its #10 holding.
Parkshore Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Avantis US Equity ETF position peaked at $11M in Q2 2026.
175 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.