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

Ridgeline 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 Q2	$7.13M	Sell	55,692 -575	-1%	-$70.8K	4.17%	7
2026 Q1	$6.26M	Buy	56,267 +1,055	+2%	+$121K	4.48%	7
2025 Q4	$6.17M	Buy	55,212 +4,136	+8%	+$456K	4.28%	7
2025 Q3	$5.55M	Sell	51,076 -216	-0.4%	-$22.7K	4.1%	8
2025 Q2	$5.17M	Sell	51,292 -240,198	-82%	-$22.5M	4.22%	6
2025 Q1	$26.9M	Buy	291,490 +16,410	+6%	+$1.6M	22.89%	1
2024 Q4	$26.7M	Buy	+275,080	New	+$27M	21.73%	1

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return