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

Rialto 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	$12K	Hold	94	–	–	﹤0.01%	504
2026 Q1	$10.5K	Hold	94	–	–	﹤0.01%	467
2025 Q4	$10.5K	Hold	94	–	–	﹤0.01%	441
2025 Q3	$10.2K	Hold	94	–	–	﹤0.01%	423
2025 Q2	$9.48K	Hold	94	–	–	﹤0.01%	424
2025 Q1	$8.68K	Hold	94	–	–	﹤0.01%	413
2024 Q4	$9.11K	Buy	+94	New	+$9.23K	﹤0.01%	406

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

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

Rialto Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 94 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Rialto Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Rialto Wealth Management held 94 shares of Avantis US Equity ETF worth $12K as of Q2 2026.
Rialto Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #504 holding.
Rialto Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.