SFG Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

SFG Wealth Management’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	$6.58M	Sell	51,363 -1,801	-3%	-$222K	2.37%	7
2026 Q1	$5.91M	Sell	53,164 -3,917	-7%	-$448K	2.43%	8
2025 Q4	$6.38M	Sell	57,081 -356	-0.6%	-$39.2K	2.51%	8
2025 Q3	$6.24M	Buy	+57,437	New	+$6.03M	2.7%	5
2025 Q2	–	Sell	-56,484	Closed	-$5.22M	–	85
2025 Q1	$5.22M	Sell	56,484 -10,568	-16%	-$1.03M	2.55%	7
2024 Q4	$6.5M	Sell	67,052 -4,091	-6%	-$402K	3.41%	7
2024 Q3	$6.77M	Sell	71,143 -43	-0.1%	-$3.95K	3.59%	7
2024 Q2	$6.42M	Buy	71,186 +2,013	+3%	+$178K	3.66%	7
2024 Q1	$6.19M	Sell	69,173 -4,097	-6%	-$346K	3.68%	6
2023 Q4	$5.98M	Buy	73,270 +28,669	+64%	+$2.17M	3.98%	6
2023 Q3	$3.27M	Buy	+44,601	New	+$3.39M	2.6%	7

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SFG Wealth Management's AVUS Position: Q2 2026 in Review

SFG Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 3.4% in Q2 2026, selling an estimated $222K and leaving 51,363 shares worth $6.58M. The position accounts for 2.37% of the portfolio, ranked #7.

SFG Wealth Management first reported a position in AVUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.77M in Q3 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

SFG Wealth Management held 51,363 shares of Avantis US Equity ETF worth $6.58M as of Q2 2026.
SFG Wealth Management sold 1,801 Avantis US Equity ETF shares in Q2 2026, an estimated $222K.
Avantis US Equity ETF made up 2.37% of SFG Wealth Management's portfolio in Q2 2026, its #7 holding.
SFG Wealth Management first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 11 quarters since.
SFG Wealth Management's Avantis US Equity ETF position peaked at $6.77M in Q3 2024.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.