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

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

Ridgeline Wealth's AVUS Position: Q2 2026 in Review

Ridgeline Wealth reduced its Avantis US Equity ETF (AVUS) stake by 1% in Q2 2026, selling an estimated $70.8K and leaving 55,692 shares worth $7.13M. The position accounts for 4.17% of the portfolio, ranked #7.

Ridgeline Wealth first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.9M in Q1 2025. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Ridgeline Wealth held 55,692 shares of Avantis US Equity ETF worth $7.13M as of Q2 2026.
Ridgeline Wealth sold 575 Avantis US Equity ETF shares in Q2 2026, an estimated $70.8K.
Avantis US Equity ETF made up 4.17% of Ridgeline Wealth's portfolio in Q2 2026, its #7 holding.
Ridgeline Wealth first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's Avantis US Equity ETF position peaked at $26.9M in Q1 2025.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.