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Salomon & Ludwin’s Avantis US Equity ETF AVUS Stock Holding History

Salomon & Ludwin’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 		$112K Sell
881
-44
-5% -$5.42K 0.01% 249
2026
Q1 		$104K Hold
925
– – 0.01% 246
2025
Q4 		$105K Sell
925
-243
-21% -$26.8K 0.01% 232
2025
Q3 		$128K Buy
+1,168
New +$123K 0.01% 196

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

Salomon & Ludwin's AVUS Position: Q2 2026 in Review

Salomon & Ludwin reduced its Avantis US Equity ETF (AVUS) stake by 4.8% in Q2 2026, selling an estimated $5.42K and leaving 881 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #249.

Salomon & Ludwin first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $128K in Q3 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Salomon & Ludwin held 881 shares of Avantis US Equity ETF worth $112K as of Q2 2026.
  • Salomon & Ludwin sold 44 Avantis US Equity ETF shares in Q2 2026, an estimated $5.42K.
  • Avantis US Equity ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #249 holding.
  • Salomon & Ludwin first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Avantis US Equity ETF position peaked at $128K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.