RWM
AVUS icon

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

Riverchase 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 		$5.17M Buy
40,334
+1,408
+4% +$173K 2.41% 9
2026
Q1 		$4.33M Buy
38,926
+2,035
+6% +$233K 2.26% 9
2025
Q4 		$4.12M Buy
36,891
+5,338
+17% +$588K 2.24% 10
2025
Q3 		$3.43M Buy
31,553
+6,036
+24% +$633K 1.94% 10
2025
Q2 		$2.57M Buy
25,517
+6,791
+36% +$636K 1.63% 10
2025
Q1 		$1.73M Buy
18,726
+3,469
+23% +$338K 1.21% 18
2024
Q4 		$1.48M Buy
+15,257
New +$1.5M 1.11% 19

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

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

Riverchase Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 3.6% in Q2 2026, buying an estimated $173K and bringing the position to 40,334 shares worth $5.17M. The position accounts for 2.41% of the portfolio, ranked #9.

Riverchase Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Riverchase Wealth Management held 40,334 shares of Avantis US Equity ETF worth $5.17M as of Q2 2026.
  • Riverchase Wealth Management bought 1,408 Avantis US Equity ETF shares in Q2 2026, an estimated $173K.
  • Avantis US Equity ETF made up 2.41% of Riverchase Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Riverchase Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.