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Parkside Financial Bank & Trust’s Avantis US Equity ETF AVUS Stock Holding History

Parkside Financial Bank & Trust’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 		$96.3K Buy
866
+472
+120% +$54K 0.01% 699
2025
Q4 		$44K Hold
394
– – ﹤0.01% 1013
2025
Q3 		$42.8K Buy
394
+237
+151% +$24.9K ﹤0.01% 992
2025
Q2 		$15.8K Hold
157
– – ﹤0.01% 1329
2025
Q1 		$14.5K Buy
+157
New +$15.3K ﹤0.01% 1276

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Parkside Financial Bank & Trust's AVUS Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Avantis US Equity ETF (AVUS) stake by 120% in Q1 2026, buying an estimated $54K and bringing the position to 866 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #699.

Parkside Financial Bank & Trust first reported a position in AVUS in Q1 2025 and has held it in 5 quarters since. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Parkside Financial Bank & Trust held 866 shares of Avantis US Equity ETF worth $96.3K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 472 Avantis US Equity ETF shares in Q1 2026, an estimated $54K.
  • Avantis US Equity ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #699 holding.
  • Parkside Financial Bank & Trust first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.