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S&A Financial Services’s Avantis US Equity ETF AVUS Stock Holding History

S&A Financial Services’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 		$6.34M Buy
49,473
+361
+0.7% +$44.5K 3.87% 7
2026
Q1 		$5.46M Buy
+49,112
New +$5.62M 3.75% 7

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

S&A Financial Services's AVUS Position: Q2 2026 in Review

S&A Financial Services increased its Avantis US Equity ETF (AVUS) stake by 0.74% in Q2 2026, buying an estimated $44.5K and bringing the position to 49,473 shares worth $6.34M. The position accounts for 3.87% of the portfolio, ranked #7.

S&A Financial Services first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • S&A Financial Services held 49,473 shares of Avantis US Equity ETF worth $6.34M as of Q2 2026.
  • S&A Financial Services bought 361 Avantis US Equity ETF shares in Q2 2026, an estimated $44.5K.
  • Avantis US Equity ETF made up 3.87% of S&A Financial Services's portfolio in Q2 2026, its #7 holding.
  • S&A Financial Services first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.