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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Prevail Innovative Wealth Advisors's AVUS Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 15% in Q1 2026, selling an estimated $482K and leaving 24,042 shares worth $2.67M. The position accounts for 0.45% of the portfolio, ranked #73.

Prevail Innovative Wealth Advisors first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.16M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Prevail Innovative Wealth Advisors held 24,042 shares of Avantis US Equity ETF worth $2.67M as of Q1 2026.
Prevail Innovative Wealth Advisors sold 4,209 Avantis US Equity ETF shares in Q1 2026, an estimated $482K.
Avantis US Equity ETF made up 0.45% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Prevail Innovative Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Prevail Innovative Wealth Advisors's Avantis US Equity ETF position peaked at $3.16M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.