PPWM
AVUS icon

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

PFG Private 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
2025
Q4 		– Sell
-44,158
Closed -$4.8M – 84
2025
Q3 		$4.8M Buy
+44,158
New +$4.63M 2.14% 13

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $176M AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

PFG Private Wealth Management's AVUS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 44,158 shares — an estimated $4.8M sold.

PFG Private Wealth Management first reported a position in AVUS in Q3 2025 and held it in 1 quarter. The position peaked at $4.8M in Q3 2025. 519 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 44,158 Avantis US Equity ETF shares in Q4 2025, an estimated $4.8M.
  • PFG Private Wealth Management first reported a position in Avantis US Equity ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Avantis US Equity ETF position peaked at $4.8M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.