&Partners’s Avantis US Equity ETF AVUS Stock Holding History

&Partners’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
2025 Q2	–	Sell	-4,329	Closed	-$398K	–	1997
2025 Q1	$398K	Buy	+4,329	New	+$422K	﹤0.01%	1247

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

AAS

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

&Partners's AVUS Position: Q2 2025 in Review

&Partners sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 4,329 shares — an estimated $398K sold.

&Partners first reported a position in AVUS in Q1 2025 and held it in 1 quarter. The position peaked at $398K in Q1 2025. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

&Partners reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
&Partners sold 4,329 Avantis US Equity ETF shares in Q2 2025, an estimated $398K.
&Partners first reported a position in Avantis US Equity ETF in Q1 2025 and held it in 1 quarter.
&Partners's Avantis US Equity ETF position peaked at $398K in Q1 2025.
473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.