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Principal Securities’s Avantis US Equity ETF AVUS Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,062
Closed -$115K – 1523
2025
Q3 		$115K Sell
1,062
-27
-2% -$2.83K ﹤0.01% 1528
2025
Q2 		$110K Buy
1,089
+27
+3% +$2.53K ﹤0.01% 1511
2025
Q1 		$103K Hold
1,062
– – ﹤0.01% 1428
2024
Q4 		$103K Hold
1,062
– – ﹤0.01% 1428
2024
Q3 		$101K Sell
1,062
-111
-9% -$10.2K ﹤0.01% 1391
2024
Q2 		$106K Buy
1,173
+14
+1% +$1.24K ﹤0.01% 1301
2024
Q1 		$104K Hold
1,159
– – ﹤0.01% 1262
2023
Q4 		$94.5K Buy
+1,159
New +$87.7K ﹤0.01% 1209

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $176M AUM
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principal Securities's AVUS Position: Q4 2025 in Review

Principal Securities sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 1,062 shares — an estimated $115K sold.

Principal Securities first reported a position in AVUS in Q4 2023 and held it in 8 quarters. The position peaked at $115K in Q3 2025. 519 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Principal Securities reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,062 Avantis US Equity ETF shares in Q4 2025, an estimated $115K.
  • Principal Securities first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Avantis US Equity ETF position peaked at $115K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.