RAM Investment Partners’s Avantis US Equity ETF AVUS Stock Holding History

RAM Investment Partners’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	$3.19M	Sell	24,899 -1,811	-7%	-$223K	0.51%	25
2026 Q1	$2.97M	Hold	26,710	–	–	0.52%	22
2025 Q4	$2.99M	Sell	26,710 -65	-0.2%	-$7.16K	0.54%	22
2025 Q3	$2.91M	Sell	26,775 -325	-1%	-$34.1K	0.55%	21
2025 Q2	$2.73M	Buy	27,100 +19,235	+245%	+$1.8M	0.57%	18
2025 Q1	$727K	Buy	7,865 +1,515	+24%	+$148K	0.18%	38
2024 Q4	$616K	Buy	+6,350	New	+$623K	0.15%	44

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RAM Investment Partners's AVUS Position: Q2 2026 in Review

RAM Investment Partners reduced its Avantis US Equity ETF (AVUS) stake by 6.8% in Q2 2026, selling an estimated $223K and leaving 24,899 shares worth $3.19M. The position accounts for 0.51% of the portfolio, ranked #25.

RAM Investment Partners first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

RAM Investment Partners held 24,899 shares of Avantis US Equity ETF worth $3.19M as of Q2 2026.
RAM Investment Partners sold 1,811 Avantis US Equity ETF shares in Q2 2026, an estimated $223K.
Avantis US Equity ETF made up 0.51% of RAM Investment Partners's portfolio in Q2 2026, its #25 holding.
RAM Investment Partners first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
307 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.