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Pinnacle Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Pinnacle Financial Group’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 		$1.72M Buy
13,438
+2,143
+19% +$264K 0.42% 44
2026
Q1 		$1.26M Buy
11,295
+5,748
+104% +$658K 0.34% 46
2025
Q4 		$620K Buy
5,547
+136
+3% +$15K 0.18% 55
2025
Q3 		$588K Buy
+5,411
New +$568K 0.18% 55

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 $907M AUM 17.94% 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 22.9% 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

Pinnacle Financial Group's AVUS Position: Q2 2026 in Review

Pinnacle Financial Group increased its Avantis US Equity ETF (AVUS) stake by 19% in Q2 2026, buying an estimated $264K and bringing the position to 13,438 shares worth $1.72M. The position accounts for 0.42% of the portfolio, ranked #44.

Pinnacle Financial Group first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Pinnacle Financial Group held 13,438 shares of Avantis US Equity ETF worth $1.72M as of Q2 2026.
  • Pinnacle Financial Group bought 2,143 Avantis US Equity ETF shares in Q2 2026, an estimated $264K.
  • Avantis US Equity ETF made up 0.42% of Pinnacle Financial Group's portfolio in Q2 2026, its #44 holding.
  • Pinnacle Financial Group first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.