RCS Financial Planning’s Avantis US Equity ETF AVUS Stock Holding History

RCS Financial Planning’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 Q3	$643K	Sell	5,019 -2	-0%	-$258	0.35%	49
2026 Q2	$643K	Sell	5,021 -10	-0.2%	-$1.23K	0.3%	57
2026 Q1	$559K	Buy	5,031 +2,348	+88%	+$269K	0.29%	62
2025 Q4	$300K	Buy	2,683 +102	+4%	+$11.2K	0.13%	80
2025 Q3	$281K	Hold	2,581	–	–	0.12%	81
2025 Q2	$260K	Sell	2,581 -4,870	-65%	-$456K	0.13%	75
2025 Q1	$688K	Buy	+7,451	New	+$726K	0.36%	47

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

RCS Financial Planning's AVUS Position: Q3 2026 in Review

RCS Financial Planning reduced its Avantis US Equity ETF (AVUS) stake by 0.04% in Q3 2026, selling an estimated $258 and leaving 5,019 shares worth $643K. The position accounts for 0.35% of the portfolio, ranked #49.

RCS Financial Planning first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $688K in Q1 2025. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

RCS Financial Planning held 5,019 shares of Avantis US Equity ETF worth $643K as of Q3 2026.
RCS Financial Planning sold 2 Avantis US Equity ETF shares in Q3 2026, an estimated $258.
Avantis US Equity ETF made up 0.35% of RCS Financial Planning's portfolio in Q3 2026, its #49 holding.
RCS Financial Planning first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
RCS Financial Planning's Avantis US Equity ETF position peaked at $688K in Q1 2025.
442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.