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Rothschild Investment LLC’s Avantis US Equity ETF AVUS Stock Holding History

Rothschild Investment LLC’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 		$291K Hold
2,275
– – 0.01% 767
2026
Q1 		$253K Hold
2,275
– – 0.01% 597
2025
Q4 		$254K Hold
2,275
– – 0.01% 542
2025
Q3 		$247K Hold
2,275
– – 0.01% 537
2025
Q2 		$229K Hold
2,275
– – 0.01% 476
2025
Q1 		$210K Hold
2,275
– – 0.01% 495
2024
Q4 		$221K Hold
2,275
– – 0.01% 480
2024
Q3 		$216K Hold
2,275
– – 0.01% 496
2024
Q2 		$205K Hold
2,275
– – 0.01% 494
2024
Q1 		$204K Buy
2,275
+835
+58% +$70.5K 0.01% 466
2023
Q4 		$117K Buy
+1,440
New +$109K 0.01% 502

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fifth Third Bancorp
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's AVUS Position: Q2 2026 in Review

Rothschild Investment LLC held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,275 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #767.

Rothschild Investment LLC first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Rothschild Investment LLC held 2,275 shares of Avantis US Equity ETF worth $291K as of Q2 2026.
  • Rothschild Investment LLC left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #767 holding.
  • Rothschild Investment LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 398 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.