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Private Wealth Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Private Wealth Asset Management’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 		$250K Hold
1,954
– – 0.02% 241
2026
Q1 		$217K Hold
1,954
– – 0.02% 255
2025
Q4 		$218K Hold
1,954
– – 0.02% 248
2025
Q3 		$212K Hold
1,954
– – 0.03% 236
2025
Q2 		$197K Hold
1,954
– – 0.03% 236
2025
Q1 		$181K Buy
+1,954
New +$190K 0.03% 242

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

Private Wealth Asset Management's AVUS Position: Q2 2026 in Review

Private Wealth Asset Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 1,954 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #241.

Private Wealth Asset Management first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Private Wealth Asset Management held 1,954 shares of Avantis US Equity ETF worth $250K as of Q2 2026.
  • Private Wealth Asset Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #241 holding.
  • Private Wealth Asset Management first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.