Schulz Wealth
AVUS icon

Schulz Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Schulz Wealth’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 		$9.32M Buy
72,724
+49,060
+207% +$6.34M 4.37% 6
2026
Q2 		$3.03M Buy
+23,664
New +$2.92M 1.56% 18

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
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Schulz Wealth's AVUS Position: Q3 2026 in Review

Schulz Wealth increased its Avantis US Equity ETF (AVUS) stake by 207% in Q3 2026, buying an estimated $6.34M and bringing the position to 72,724 shares worth $9.32M. The position accounts for 4.37% of the portfolio, ranked #6.

Schulz Wealth first reported a position in AVUS in Q2 2026 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Schulz Wealth held 72,724 shares of Avantis US Equity ETF worth $9.32M as of Q3 2026.
  • Schulz Wealth bought 49,060 Avantis US Equity ETF shares in Q3 2026, an estimated $6.34M.
  • Avantis US Equity ETF made up 4.37% of Schulz Wealth's portfolio in Q3 2026, its #6 holding.
  • Schulz Wealth first reported a position in Avantis US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Schulz Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.