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 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	$9.67M	Sell	86,498 -1,027	-1%	-$113K	3.63%	8
2025 Q3	$9.51M	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

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

Parkshore Wealth Management's AVUS Position: Q2 2026 in Review

Parkshore Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.51% in Q2 2026, buying an estimated $53.8K and bringing the position to 85,738 shares worth $11M. The position accounts for 3.15% of the portfolio, ranked #9.

Parkshore Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Parkshore Wealth Management held 85,738 shares of Avantis US Equity ETF worth $11M as of Q2 2026.
Parkshore Wealth Management bought 437 Avantis US Equity ETF shares in Q2 2026, an estimated $53.8K.
Avantis US Equity ETF made up 3.15% of Parkshore Wealth Management's portfolio in Q2 2026, its #9 holding.
Parkshore Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.