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REDW Wealth’s Avantis US Equity ETF AVUS Stock Holding History

REDW Wealth’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 		$15.3M Sell
137,516
-9,697
-7% -$1.11M 6.1% 4
2025
Q4 		$16.5M Sell
147,213
-13,625
-8% -$1.5M 6.27% 4
2025
Q3 		$17.5M Sell
160,838
-14,549
-8% -$1.53M 6.61% 4
2025
Q2 		$17.7M Buy
175,387
+1,304
+0.7% +$122K 7.03% 4
2025
Q1 		$16.1M Sell
174,083
-8,366
-5% -$815K 5.99% 4
2024
Q4 		$17.7M Sell
182,449
-58,822
-24% -$5.78M 6.14% 4
2024
Q3 		$23M Sell
241,271
-26,866
-10% -$2.47M 5.88% 4
2024
Q2 		$24.2M Buy
268,137
+22,733
+9% +$2.01M 6.34% 4
2024
Q1 		$22M Buy
245,404
+16,833
+7% +$1.42M 5.92% 4
2023
Q4 		$18.6M Buy
228,571
+37,385
+20% +$2.83M 5.34% 4
2023
Q3 		$14M Buy
191,186
+69,570
+57% +$5.28M 4.32% 5
2023
Q2 		$9.14M Buy
121,616
+83,926
+223% +$6.01M 2.74% 8
2023
Q1 		$2.67M Buy
37,690
+18,156
+93% +$1.29M 0.85% 28
2022
Q4 		$1.33M Buy
19,534
+14,130
+261% +$966K 0.46% 36
2022
Q3 		$337K Buy
+5,404
New +$371K 0.13% 82

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

REDW Wealth's AVUS Position: Q1 2026 in Review

REDW Wealth reduced its Avantis US Equity ETF (AVUS) stake by 6.6% in Q1 2026, selling an estimated $1.11M and leaving 137,516 shares worth $15.3M. The position accounts for 6.1% of the portfolio, ranked #4.

REDW Wealth first reported a position in AVUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.2M in Q2 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • REDW Wealth held 137,516 shares of Avantis US Equity ETF worth $15.3M as of Q1 2026.
  • REDW Wealth sold 9,697 Avantis US Equity ETF shares in Q1 2026, an estimated $1.11M.
  • Avantis US Equity ETF made up 6.1% of REDW Wealth's portfolio in Q1 2026, its #4 holding.
  • REDW Wealth first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • REDW Wealth's Avantis US Equity ETF position peaked at $24.2M in Q2 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.