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Prosperity Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Prosperity Financial 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
Q2 		$290K Hold
2,266
– – 0.09% 154
2026
Q1 		$252K Sell
2,266
-82
-3% -$9.39K 0.09% 161
2025
Q4 		$262K Sell
2,348
-96
-4% -$10.6K 0.09% 148
2025
Q3 		$266K Sell
2,444
-170
-7% -$17.8K 0.1% 144
2025
Q2 		$264K Buy
2,614
+199
+8% +$18.6K 0.11% 137
2025
Q1 		$223K Sell
2,415
-243
-9% -$23.7K 0.11% 141
2024
Q4 		$258K Buy
2,658
+61
+2% +$5.99K 0.13% 133
2024
Q3 		$247K Buy
2,597
+89
+4% +$8.17K 0.14% 129
2024
Q2 		$226K Sell
2,508
-40,694
-94% -$3.6M 0.14% 125
2024
Q1 		$3.87M Buy
43,202
+37,501
+658% +$3.17M 2.39% 10
2023
Q4 		$465K Buy
+5,701
New +$431K 0.32% 69

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

Prosperity Financial Group's AVUS Position: Q2 2026 in Review

Prosperity Financial Group held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,266 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #154.

Prosperity Financial Group first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q1 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Prosperity Financial Group held 2,266 shares of Avantis US Equity ETF worth $290K as of Q2 2026.
  • Prosperity Financial Group left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #154 holding.
  • Prosperity Financial Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Financial Group's Avantis US Equity ETF position peaked at $3.87M in Q1 2024.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.