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Perigon Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Perigon 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
Q1 		$8.57M Sell
77,113
-1,052
-1% -$120K 0.16% 135
2025
Q4 		$8.74M Sell
78,165
-1,372
-2% -$151K 0.16% 129
2025
Q3 		$8.65M Sell
79,537
-2,048
-3% -$215K 0.18% 121
2025
Q2 		$8.23M Sell
81,585
-2,496
-3% -$234K 0.19% 112
2025
Q1 		$7.77M Buy
84,081
+1,790
+2% +$174K 0.2% 112
2024
Q4 		$8.15M Sell
82,291
-587
-0.7% -$57.6K 0.2% 108
2024
Q3 		$7.89M Buy
82,878
+520
+0.6% +$47.8K 0.21% 108
2024
Q2 		$7.43M Buy
82,358
+3,955
+5% +$349K 0.22% 98
2024
Q1 		$7.02M Buy
78,403
+20,005
+34% +$1.69M 0.21% 106
2023
Q4 		$4.76M Buy
58,398
+2,907
+5% +$220K 0.16% 132
2023
Q3 		$4.07M Buy
55,491
+3,446
+7% +$262K 0.16% 131
2023
Q2 		$3.91M Buy
52,045
+16,130
+45% +$1.15M 0.15% 137
2023
Q1 		$2.55M Sell
35,915
-683
-2% -$48.3K 0.14% 153
2022
Q4 		$2.49M Sell
36,598
-5,757
-14% -$393K 0.15% 146
2022
Q3 		$2.64M Buy
42,355
+2,504
+6% +$172K 0.23% 92
2022
Q2 		$2.59M Buy
39,851
+4,445
+13% +$315K 0.22% 97
2022
Q1 		$2.73M Buy
35,406
+6,440
+22% +$491K 0.19% 101
2021
Q4 		$2.32M Buy
28,966
+1,692
+6% +$132K 0.17% 115
2021
Q3 		$2.01M Buy
27,274
+1,482
+6% +$112K 0.17% 115
2021
Q2 		$1.91M Buy
25,792
+1,296
+5% +$94.3K 0.17% 116
2021
Q1 		$1.7M Buy
24,496
+729
+3% +$48.8K 0.17% 117
2020
Q4 		$1.5M Buy
23,767
+2,710
+13% +$159K 0.17% 100
2020
Q3 		$1.14M Buy
21,057
+6,791
+48% +$363K 0.16% 110
2020
Q2 		$713K Buy
14,266
+2,052
+17% +$96.2K 0.11% 146
2020
Q1 		$542K Buy
+12,214
New +$617K 0.1% 158

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Perigon Wealth Management's AVUS Position: Q1 2026 in Review

Perigon Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.3% in Q1 2026, selling an estimated $120K and leaving 77,113 shares worth $8.57M. The position accounts for 0.16% of the portfolio, ranked #135.

Perigon Wealth Management first reported a position in AVUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.74M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Perigon Wealth Management held 77,113 shares of Avantis US Equity ETF worth $8.57M as of Q1 2026.
  • Perigon Wealth Management sold 1,052 Avantis US Equity ETF shares in Q1 2026, an estimated $120K.
  • Avantis US Equity ETF made up 0.16% of Perigon Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Perigon Wealth Management first reported a position in Avantis US Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Perigon Wealth Management's Avantis US Equity ETF position peaked at $8.74M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.