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Procyon Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Procyon 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
2025
Q2 		– Sell
-3,391
Closed -$313K – 480
2025
Q1 		$313K Sell
3,391
-221
-6% -$21.5K 0.02% 480
2024
Q4 		$350K Hold
3,612
– – 0.02% 410
2024
Q3 		$344K Buy
3,612
+342
+10% +$31.4K 0.02% 421
2024
Q2 		$295K Buy
+3,270
New +$289K 0.02% 421

Other funds holding AVUS

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Procyon Advisors's AVUS Position: Q2 2025 in Review

Procyon Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 3,391 shares — an estimated $313K sold.

Procyon Advisors first reported a position in AVUS in Q2 2024 and held it in 4 quarters. The position peaked at $350K in Q4 2024. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Procyon Advisors reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 3,391 Avantis US Equity ETF shares in Q2 2025, an estimated $313K.
  • Procyon Advisors first reported a position in Avantis US Equity ETF in Q2 2024 and held it in 4 quarters.
  • Procyon Advisors's Avantis US Equity ETF position peaked at $350K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.