Raffa Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Raffa Wealth Management’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	$57.7M	Buy	450,553 +48,461	+12%	+$5.97M	7.27%	4
2026 Q1	$44.7M	Buy	402,092 +13,887	+4%	+$1.59M	6.98%	5
2025 Q4	$43.4M	Buy	388,205 +18,519	+5%	+$2.04M	6.67%	5
2025 Q3	$40.2M	Buy	369,686 +15,572	+4%	+$1.63M	7.22%	5
2025 Q2	$35.7M	Buy	354,114 +71,814	+25%	+$6.72M	7.14%	5
2025 Q1	$26.1M	Buy	282,300 +16,256	+6%	+$1.58M	5.93%	5
2024 Q4	$25.8M	Buy	266,044 +60,190	+29%	+$5.91M	6%	5
2024 Q3	$19.6M	Buy	205,854 +111,641	+118%	+$10.3M	4.73%	6
2024 Q2	$8.5M	Buy	94,213 +24,050	+34%	+$2.13M	2.41%	7
2024 Q1	$6.28M	Buy	70,163 +7,563	+12%	+$639K	1.87%	9
2023 Q4	$5.11M	Buy	62,600 +1,432	+2%	+$108K	1.55%	12
2023 Q3	$4.48M	Buy	61,168 +15,467	+34%	+$1.17M	1.52%	13
2023 Q2	$3.44M	Buy	45,701 +9,755	+27%	+$698K	1.17%	16
2023 Q1	$2.55M	Buy	35,946 +14,960	+71%	+$1.06M	0.93%	21
2022 Q4	$1.43M	Buy	20,986 +19,519	+1,331%	+$1.33M	0.58%	25
2022 Q3	$91.5K	Sell	1,467 -12,546	-90%	-$862K	0.04%	93
2022 Q2	$911K	Buy	+14,013	New	+$994K	0.42%	26

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Raffa Wealth Management's AVUS Position: Q2 2026 in Review

Raffa Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 12% in Q2 2026, buying an estimated $5.97M and bringing the position to 450,553 shares worth $57.7M. The position accounts for 7.27% of the portfolio, ranked #4.

Raffa Wealth Management first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Raffa Wealth Management held 450,553 shares of Avantis US Equity ETF worth $57.7M as of Q2 2026.
Raffa Wealth Management bought 48,461 Avantis US Equity ETF shares in Q2 2026, an estimated $5.97M.
Avantis US Equity ETF made up 7.27% of Raffa Wealth Management's portfolio in Q2 2026, its #4 holding.
Raffa Wealth Management first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
561 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.