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

Private Wealth Management 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 Q1	$2.32M	Hold	20,826	–	–	0.61%	25
2025 Q4	$2.33M	Buy	20,826 +119	+0.6%	+$13.1K	0.62%	24
2025 Q3	$2.25M	Buy	20,707 +400	+2%	+$42K	0.62%	25
2025 Q2	$2.05M	Buy	20,307 +18,734	+1,191%	+$1.75M	0.68%	24
2025 Q1	$145K	Buy	1,573 +29	+2%	+$2.83K	0.05%	91
2024 Q4	$150K	Hold	1,544	–	–	0.06%	92
2024 Q3	$147K	Buy	1,544 +68	+5%	+$6.25K	0.06%	86
2024 Q2	$133K	Buy	1,476 +11	+0.8%	+$972	0.06%	90
2024 Q1	$131K	Sell	1,465 -2,747	-65%	-$232K	0.06%	84
2023 Q4	$343K	Buy	+4,212	New	+$319K	0.17%	53

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

Private Wealth Management Group's AVUS Position: Q1 2026 in Review

Private Wealth Management Group held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 20,826 shares worth $2.32M. The position accounts for 0.61% of the portfolio, ranked #25.

Private Wealth Management Group first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.33M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Private Wealth Management Group held 20,826 shares of Avantis US Equity ETF worth $2.32M as of Q1 2026.
Private Wealth Management Group left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.61% of Private Wealth Management Group's portfolio in Q1 2026, its #25 holding.
Private Wealth Management Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Avantis US Equity ETF position peaked at $2.33M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.