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Quantum Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Quantum Financial 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
2026
Q2 		$116M Buy
907,573
+29,427
+3% +$3.63M 11.5% 1
2026
Q1 		$97.6M Sell
878,146
-355,362
-29% -$40.7M 10.95% 2
2025
Q4 		$138M Buy
1,233,508
+42,516
+4% +$4.68M 15.48% 1
2025
Q3 		$129M Buy
1,190,992
+82,076
+7% +$8.61M 15.78% 1
2025
Q2 		$112M Buy
1,108,916
+85,361
+8% +$7.99M 15.13% 1
2025
Q1 		$94.6M Buy
1,023,555
+18,211
+2% +$1.77M 14.09% 1
2024
Q4 		$97.4M Buy
1,005,344
+39,767
+4% +$3.9M 14.85% 1
2024
Q3 		$91.9M Buy
965,577
+70,827
+8% +$6.5M 14.38% 1
2024
Q2 		$80.7M Buy
894,750
+33,883
+4% +$2.99M 14.17% 1
2024
Q1 		$77M Buy
860,867
+47,759
+6% +$4.03M 14.18% 1
2023
Q4 		$66.3M Buy
813,108
+151,468
+23% +$11.5M 16.17% 1
2023
Q3 		$48.5M Sell
661,640
-8,440
-1% -$641K 14.25% 2
2023
Q2 		$50.4M Buy
670,080
+131,966
+25% +$9.44M 14.82% 1
2023
Q1 		$38.1M Buy
538,114
+9,370
+2% +$663K 12.01% 2
2022
Q4 		$36M Buy
528,744
+128,014
+32% +$8.75M 16.19% 2
2022
Q3 		$25M Buy
400,730
+20,746
+5% +$1.42M 11.08% 3
2022
Q2 		$27.4M Buy
+379,984
New +$27M 10.29% 3

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

Quantum Financial Advisors's AVUS Position: Q2 2026 in Review

Quantum Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 3.4% in Q2 2026, buying an estimated $3.63M and bringing the position to 907,573 shares worth $116M. The position accounts for 11.5% of the portfolio, ranked #1.

Quantum Financial Advisors first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $138M in Q4 2025. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Quantum Financial Advisors held 907,573 shares of Avantis US Equity ETF worth $116M as of Q2 2026.
  • Quantum Financial Advisors bought 29,427 Avantis US Equity ETF shares in Q2 2026, an estimated $3.63M.
  • Avantis US Equity ETF made up 11.5% of Quantum Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Quantum Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Avantis US Equity ETF position peaked at $138M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.