Raymond James Financial
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Raymond James Financial’s Avantis US Equity ETF AVUS Stock Holding History

Raymond James 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 		$92.3M Buy
829,852
+168,034
+25% +$19.2M 0.03% 547
2025
Q4 		$74M Buy
661,818
+1,371
+0.2% +$151K 0.02% 634
2025
Q3 		$71.8M Sell
660,447
-1,517
-0.2% -$159K 0.02% 616
2025
Q2 		$66.7M Buy
661,964
+2,436
+0.4% +$228K 0.02% 617
2025
Q1 		$60.9M Buy
659,528
+114,062
+21% +$11.1M 0.02% 627
2024
Q4 		$52.9M Buy
+545,466
New +$53.6M 0.02% 692

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Raymond James Financial's AVUS Position: Q1 2026 in Review

Raymond James Financial increased its Avantis US Equity ETF (AVUS) stake by 25% in Q1 2026, buying an estimated $19.2M and bringing the position to 829,852 shares worth $92.3M. The position accounts for 0.03% of the portfolio, ranked #547.

Raymond James Financial first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Raymond James Financial held 829,852 shares of Avantis US Equity ETF worth $92.3M as of Q1 2026.
  • Raymond James Financial bought 168,034 Avantis US Equity ETF shares in Q1 2026, an estimated $19.2M.
  • Avantis US Equity ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #547 holding.
  • Raymond James Financial first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.