PWMG
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Pioneer Wealth Management Group’s Avantis US Equity ETF AVUS Stock Holding History

Pioneer Wealth Management 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
Q3 		$531K Sell
4,146
-231
-5% -$29.8K 0.13% 38
2026
Q2 		$561K Sell
4,377
-593
-12% -$73.1K 0.14% 37
2026
Q1 		$553K Buy
+4,970
New +$569K 0.16% 34

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Pioneer Wealth Management Group's AVUS Position: Q3 2026 in Review

Pioneer Wealth Management Group reduced its Avantis US Equity ETF (AVUS) stake by 5.3% in Q3 2026, selling an estimated $29.8K and leaving 4,146 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #38.

Pioneer Wealth Management Group first reported a position in AVUS in Q1 2026 and has held it in 3 quarters since. The position peaked at $561K in Q2 2026. 55 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Pioneer Wealth Management Group held 4,146 shares of Avantis US Equity ETF worth $531K as of Q3 2026.
  • Pioneer Wealth Management Group sold 231 Avantis US Equity ETF shares in Q3 2026, an estimated $29.8K.
  • Avantis US Equity ETF made up 0.13% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #38 holding.
  • Pioneer Wealth Management Group first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Pioneer Wealth Management Group's Avantis US Equity ETF position peaked at $561K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.