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Physician Wealth Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Physician Wealth Solutions’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 		$5.45M Buy
42,521
+1,344
+3% +$166K 2.06% 17
2026
Q1 		$4.58M Buy
41,177
+4,207
+11% +$482K 1.9% 18
2025
Q4 		$4.13M Buy
36,970
+107
+0.3% +$11.8K 1.75% 19
2025
Q3 		$4.01M Sell
36,863
-1,862
-5% -$195K 1.75% 19
2025
Q2 		$3.9M Buy
38,725
+7,958
+26% +$745K 1.81% 19
2025
Q1 		$2.84M Buy
30,767
+1,377
+5% +$134K 1.43% 20
2024
Q4 		$2.85M Sell
29,390
-130
-0.4% -$12.8K 1.43% 20
2024
Q3 		$2.84M Sell
29,520
-550
-2% -$50.5K 1.41% 20
2024
Q2 		$2.71M Buy
30,070
+192
+0.6% +$17K 1.94% 20
2024
Q1 		$2.67M Sell
29,878
-262
-0.9% -$22.1K 2.25% 18
2023
Q4 		$2.46M Buy
+30,140
New +$2.28M 2.45% 17

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

Physician Wealth Solutions's AVUS Position: Q2 2026 in Review

Physician Wealth Solutions increased its Avantis US Equity ETF (AVUS) stake by 3.3% in Q2 2026, buying an estimated $166K and bringing the position to 42,521 shares worth $5.45M. The position accounts for 2.06% of the portfolio, ranked #17.

Physician Wealth Solutions first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Physician Wealth Solutions held 42,521 shares of Avantis US Equity ETF worth $5.45M as of Q2 2026.
  • Physician Wealth Solutions bought 1,344 Avantis US Equity ETF shares in Q2 2026, an estimated $166K.
  • Avantis US Equity ETF made up 2.06% of Physician Wealth Solutions's portfolio in Q2 2026, its #17 holding.
  • Physician Wealth Solutions first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.