PCG Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

PCG Wealth Advisors’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	$226K	Sell	1,762 -539	-23%	-$66.4K	0.05%	167
2026 Q1	$256K	Hold	2,301	–	–	0.06%	147
2025 Q4	$257K	Sell	2,301 -401	-15%	-$44.2K	0.07%	137
2025 Q3	$294K	Buy	+2,702	New	+$284K	0.09%	125
2025 Q2	–	Sell	-2,333	Closed	-$216K	–	97
2025 Q1	$216K	Buy	2,333 +81	+4%	+$7.89K	0.08%	124
2024 Q4	$218K	Sell	2,252 -21	-0.9%	-$2.06K	0.08%	120
2024 Q3	$216K	Sell	2,273 -1,349	-37%	-$124K	0.08%	115
2024 Q2	$327K	Hold	3,622	–	–	0.14%	88
2024 Q1	$324K	Buy	3,622 +124	+4%	+$10.5K	0.15%	83
2023 Q4	$285K	Buy	3,498 +277	+9%	+$21K	0.16%	81
2023 Q3	$236K	Buy	3,221 +68	+2%	+$5.17K	0.15%	88
2023 Q2	$237K	Sell	3,153 -705	-18%	-$50.4K	0.15%	91
2023 Q1	$273K	Buy	+3,858	New	+$273K	0.17%	89

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

PCG Wealth Advisors's AVUS Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 23% in Q2 2026, selling an estimated $66.4K and leaving 1,762 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #167.

PCG Wealth Advisors first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $327K in Q2 2024. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

PCG Wealth Advisors held 1,762 shares of Avantis US Equity ETF worth $226K as of Q2 2026.
PCG Wealth Advisors sold 539 Avantis US Equity ETF shares in Q2 2026, an estimated $66.4K.
Avantis US Equity ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #167 holding.
PCG Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
PCG Wealth Advisors's Avantis US Equity ETF position peaked at $327K in Q2 2024.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.