Poinciana Advisors Group’s Avantis US Equity ETF AVUS Stock Holding History

Poinciana Advisors 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	$18.5M	Buy	144,854 +138,629	+2,227%	+$17.1M	13.74%	1
2026 Q1	$692K	Buy	6,225 +3	+0%	+$343	0.55%	30
2025 Q4	$696K	Buy	6,222 +3	+0%	+$330	0.55%	30
2025 Q3	$676K	Sell	6,219 -67	-1%	-$7.03K	0.57%	29
2025 Q2	$634K	Buy	6,286 +4	+0.1%	+$375	0.57%	27
2025 Q1	$580K	Sell	6,282 -49	-0.8%	-$4.78K	0.6%	27
2024 Q4	$614K	Buy	+6,331	New	+$622K	0.62%	26

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Poinciana Advisors Group's AVUS Position: Q2 2026 in Review

Poinciana Advisors Group increased its Avantis US Equity ETF (AVUS) stake by 2,227% in Q2 2026, buying an estimated $17.1M and bringing the position to 144,854 shares worth $18.5M. The position accounts for 13.74% of the portfolio, ranked #1.

Poinciana Advisors Group first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Poinciana Advisors Group held 144,854 shares of Avantis US Equity ETF worth $18.5M as of Q2 2026.
Poinciana Advisors Group bought 138,629 Avantis US Equity ETF shares in Q2 2026, an estimated $17.1M.
Avantis US Equity ETF made up 13.74% of Poinciana Advisors Group's portfolio in Q2 2026, its #1 holding.
Poinciana Advisors Group first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.