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Prosperitas Financial’s Avantis US Equity ETF AVUS Stock Holding History

Prosperitas Financial’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 		$270K Buy
2,428
+10
+0.4% +$1.15K 0.1% 73
2025
Q4 		$270K Buy
2,418
+10
+0.4% +$1.1K 0.11% 64
2025
Q3 		$262K Buy
2,408
+357
+17% +$37.5K 0.11% 58
2025
Q2 		$207K Sell
2,051
-250
-11% -$23.4K 0.1% 59
2025
Q1 		$213K Hold
2,301
– – 0.11% 56
2024
Q4 		$223K Sell
2,301
-100
-4% -$9.82K 0.11% 58
2024
Q3 		$228K Buy
+2,401
New +$220K 0.12% 58

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 $194B AUM 35% 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
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Prosperitas Financial's AVUS Position: Q1 2026 in Review

Prosperitas Financial increased its Avantis US Equity ETF (AVUS) stake by 0.41% in Q1 2026, buying an estimated $1.15K and bringing the position to 2,428 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #73.

Prosperitas Financial first reported a position in AVUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2025. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Prosperitas Financial held 2,428 shares of Avantis US Equity ETF worth $270K as of Q1 2026.
  • Prosperitas Financial bought 10 Avantis US Equity ETF shares in Q1 2026, an estimated $1.15K.
  • Avantis US Equity ETF made up 0.1% of Prosperitas Financial's portfolio in Q1 2026, its #73 holding.
  • Prosperitas Financial first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Prosperitas Financial's Avantis US Equity ETF position peaked at $270K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.