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PlanWiser Financial’s Avantis US Equity ETF AVUS Stock Holding History

PlanWiser Financial’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 		$16.1M Sell
126,080
-1,433
-1% -$177K 11.22% 1
2026
Q1 		$15.1M Buy
127,513
+2,348
+2% +$269K 10.96% 1
2025
Q4 		$14.3M Buy
125,165
+3,209
+3% +$353K 10.74% 2
2025
Q3 		$13.5M Buy
121,956
+6,913
+6% +$725K 10.7% 1
2025
Q2 		$12M Sell
115,043
-13,700
-11% -$1.28M 10.22% 2
2025
Q1 		$11.8M Buy
+128,743
New +$12.5M 10.72% 1

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

PlanWiser Financial's AVUS Position: Q2 2026 in Review

PlanWiser Financial reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q2 2026, selling an estimated $177K and leaving 126,080 shares worth $16.1M. The position accounts for 11.22% of the portfolio, ranked #1.

PlanWiser Financial first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • PlanWiser Financial held 126,080 shares of Avantis US Equity ETF worth $16.1M as of Q2 2026.
  • PlanWiser Financial sold 1,433 Avantis US Equity ETF shares in Q2 2026, an estimated $177K.
  • Avantis US Equity ETF made up 11.22% of PlanWiser Financial's portfolio in Q2 2026, its #1 holding.
  • PlanWiser Financial first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.