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Sigma Planning Corp’s Avantis US Equity ETF AVUS Stock Holding History

Sigma Planning Corp’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
2025
Q4 		– Sell
-3,209
Closed -$349K – 1304
2025
Q3 		$349K Buy
3,209
+14
+0.4% +$1.47K 0.01% 973
2025
Q2 		$322K Sell
3,195
-761
-19% -$71.3K 0.01% 964
2025
Q1 		$365K Buy
3,956
+188
+5% +$18.3K 0.01% 860
2024
Q4 		$365K Buy
+3,768
New +$370K 0.01% 861

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 $907M AUM 17.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's AVUS Position: Q4 2025 in Review

Sigma Planning Corp sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 3,209 shares — an estimated $349K sold.

Sigma Planning Corp first reported a position in AVUS in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q1 2025. 521 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Sigma Planning Corp reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 3,209 Avantis US Equity ETF shares in Q4 2025, an estimated $349K.
  • Sigma Planning Corp first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 4 quarters.
  • Sigma Planning Corp's Avantis US Equity ETF position peaked at $365K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.