Sax Wealth Advisors
AVUS icon

Sax Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Sax Wealth Advisors’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
Q3 		$14.8M Sell
115,259
-1,795
-2% -$232K 0.42% 41
2026
Q2 		$13M Sell
117,054
-4,571
-4% -$563K 0.53% 33
2026
Q1 		$13.6M Sell
121,625
-82
-0.1% -$9.39K 0.66% 25
2025
Q4 		$13.6M Sell
121,707
-2,687
-2% -$296K 0.64% 26
2025
Q3 		$13.5M Sell
124,394
-15,170
-11% -$1.59M 0.73% 27
2025
Q2 		$14.1M Sell
139,564
-11,793
-8% -$1.1M 0.85% 26
2025
Q1 		$14M Buy
151,357
+5,739
+4% +$559K 1% 20
2024
Q4 		$14.1M Buy
+145,618
New +$14.3M 1.1% 19
2024
Q3 		– Sell
-158,987
Closed -$14.3M – 299
2024
Q2 		$14.3M Buy
+158,987
New +$14M 1.37% 17
2024
Q1 		– Sell
-214,672
Closed -$17.5M – 201
2023
Q4 		$17.5M Sell
214,672
-12,400
-5% -$938K 2.86% 10
2023
Q3 		$16.6M Buy
227,072
+13,491
+6% +$1.02M 3.28% 7
2023
Q2 		$16.1M Buy
213,581
+13,599
+7% +$973K 3.2% 7
2023
Q1 		$14.2M Buy
199,982
+15,155
+8% +$1.07M 3.08% 8
2022
Q4 		$12.6M Buy
184,827
+50,628
+38% +$3.46M 2.9% 8
2022
Q3 		$8.37M Buy
134,199
+60,725
+83% +$4.17M 2.15% 12
2022
Q2 		$4.78M Buy
73,474
+32,856
+81% +$2.33M 1.22% 20
2022
Q1 		$3.13M Buy
40,618
+20,549
+102% +$1.57M 0.76% 26
2021
Q4 		$1.61M Buy
20,069
+2,411
+14% +$189K 0.34% 50
2021
Q3 		$1.3M Buy
17,658
+10,074
+133% +$758K 0.31% 52
2021
Q2 		$563K Buy
+7,584
New +$552K 0.19% 93

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Sax Wealth Advisors's AVUS Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 1.5% in Q3 2026, selling an estimated $232K and leaving 115,259 shares worth $14.8M. The position accounts for 0.42% of the portfolio, ranked #41.

Sax Wealth Advisors first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $17.5M in Q4 2023. 212 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Sax Wealth Advisors held 115,259 shares of Avantis US Equity ETF worth $14.8M as of Q3 2026.
  • Sax Wealth Advisors sold 1,795 Avantis US Equity ETF shares in Q3 2026, an estimated $232K.
  • Avantis US Equity ETF made up 0.42% of Sax Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Sax Wealth Advisors first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Sax Wealth Advisors's Avantis US Equity ETF position peaked at $17.5M in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.