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

Signature Wealth Management Group’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
Q1 		$272K Hold
2,448
– – 0.1% 115
2025
Q4 		$274K Buy
+2,448
New +$270K 0.11% 96

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

Signature Wealth Management Group's AVUS Position: Q1 2026 in Review

Signature Wealth Management Group held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 2,448 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #115.

Signature Wealth Management Group first reported a position in AVUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $274K in Q4 2025. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Signature Wealth Management Group held 2,448 shares of Avantis US Equity ETF worth $272K as of Q1 2026.
  • Signature Wealth Management Group left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.1% of Signature Wealth Management Group's portfolio in Q1 2026, its #115 holding.
  • Signature Wealth Management Group first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Signature Wealth Management Group's Avantis US Equity ETF position peaked at $274K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.