PRP
AVUS icon

Peak Retirement Planning’s Avantis US Equity ETF AVUS Stock Holding History

Peak Retirement Planning’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 		$265K Buy
+2,068
New +$255K 0.04% 153
2026
Q1 		– Sell
-1,865
Closed -$208K – 154
2025
Q4 		$208K Buy
+1,865
New +$205K 0.05% 140

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Peak Retirement Planning's AVUS Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 2,068 shares worth $265K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in AVUS as recently as Q4 2025.

Peak Retirement Planning first reported a position in AVUS in Q4 2025 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Peak Retirement Planning held 2,068 shares of Avantis US Equity ETF worth $265K as of Q2 2026.
  • Avantis US Equity ETF was a new Peak Retirement Planning position in Q2 2026.
  • Avantis US Equity ETF made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #153 holding.
  • Peak Retirement Planning first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.