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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
Q3 		$1.89M Sell
14,726
-6,100
-29% -$788K 0.42% 32
2026
Q2 		$2.67M Hold
20,826
– – 0.62% 26
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% +$6.24K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Private Wealth Management Group's AVUS Position: Q3 2026 in Review

Private Wealth Management Group reduced its Avantis US Equity ETF (AVUS) stake by 29% in Q3 2026, selling an estimated $788K and leaving 14,726 shares worth $1.89M. The position accounts for 0.42% of the portfolio, ranked #32.

Private Wealth Management Group first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q2 2026. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Private Wealth Management Group held 14,726 shares of Avantis US Equity ETF worth $1.89M as of Q3 2026.
  • Private Wealth Management Group sold 6,100 Avantis US Equity ETF shares in Q3 2026, an estimated $788K.
  • Avantis US Equity ETF made up 0.42% of Private Wealth Management Group's portfolio in Q3 2026, its #32 holding.
  • Private Wealth Management Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Avantis US Equity ETF position peaked at $2.67M in Q2 2026.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.