Prevail Innovative Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Prevail Innovative Wealth Advisors’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	$4.52M	Buy	35,268 +11,226	+47%	+$1.38M	0.67%	54
2026 Q1	$2.67M	Sell	24,042 -4,209	-15%	-$482K	0.45%	73
2025 Q4	$3.16M	Buy	28,251 +5,013	+22%	+$552K	0.57%	69
2025 Q3	$2.53M	Sell	23,238 -359	-2%	-$37.7K	0.49%	70
2025 Q2	$2.38M	Buy	23,597 +3,509	+17%	+$329K	0.53%	62
2025 Q1	$1.86M	Buy	20,088 +3,024	+18%	+$295K	0.49%	66
2024 Q4	$1.65M	Buy	17,064 +3,532	+26%	+$347K	0.48%	69
2024 Q3	$1.29M	Sell	13,532 -11,738	-46%	-$1.08M	0.39%	86
2024 Q2	$2.28M	Sell	25,270 -2,740	-10%	-$242K	0.81%	58
2024 Q1	$2.51M	Buy	28,010 +17,767	+173%	+$1.5M	0.93%	31
2023 Q4	$835K	Buy	+10,243	New	+$775K	0.4%	72

Other funds holding AVUS

HWM

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

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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Prevail Innovative Wealth Advisors's AVUS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 47% in Q2 2026, buying an estimated $1.38M and bringing the position to 35,268 shares worth $4.52M. The position accounts for 0.67% of the portfolio, ranked #54.

Prevail Innovative Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Prevail Innovative Wealth Advisors held 35,268 shares of Avantis US Equity ETF worth $4.52M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 11,226 Avantis US Equity ETF shares in Q2 2026, an estimated $1.38M.
Avantis US Equity ETF made up 0.67% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Prevail Innovative Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.