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

Silverlake 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 		$3.52M Buy
27,447
+178
+0.7% +$21.9K 0.67% 30
2026
Q1 		$3.03M Sell
27,269
-1,505
-5% -$172K 0.63% 33
2025
Q4 		$3.22M Buy
28,774
+337
+1% +$37.1K 0.72% 25
2025
Q3 		$3.09M Sell
28,437
-675
-2% -$70.8K 0.75% 24
2025
Q2 		$2.94M Sell
29,112
-516
-2% -$48.3K 0.85% 18
2025
Q1 		$2.74M Sell
29,628
-70
-0.2% -$6.82K 1.03% 14
2024
Q4 		$2.88M Sell
29,698
-621
-2% -$61K 1.1% 13
2024
Q3 		$2.88M Buy
30,319
+106
+0.4% +$9.73K 1.09% 13
2024
Q2 		$2.72M Buy
30,213
+802
+3% +$70.9K 1.12% 13
2024
Q1 		$2.63M Buy
29,411
+338
+1% +$28.5K 1.34% 12
2023
Q4 		$2.37M Sell
29,073
-1,238
-4% -$93.7K 1.31% 12
2023
Q3 		$2.22M Sell
30,311
-21
-0.1% -$1.59K 1.25% 14
2023
Q2 		$2.28M Buy
30,332
+32
+0.1% +$2.29K 1.27% 15
2023
Q1 		$2.15M Buy
30,300
+221
+0.7% +$15.6K 1.3% 14
2022
Q4 		$2.05M Sell
30,079
-493
-2% -$33.7K 1.28% 16
2022
Q3 		$1.91M Sell
30,572
-236
-0.8% -$16.2K 1.29% 15
2022
Q2 		$2M Sell
30,808
-190
-0.6% -$13.5K 1.31% 15
2022
Q1 		$2.39M Sell
30,998
-1,536
-5% -$117K 1.37% 10
2021
Q4 		$2.61M Buy
+32,534
New +$2.55M 1.4% 13

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

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

Silverlake Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.65% in Q2 2026, buying an estimated $21.9K and bringing the position to 27,447 shares worth $3.52M. The position accounts for 0.67% of the portfolio, ranked #30.

Silverlake Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Silverlake Wealth Management held 27,447 shares of Avantis US Equity ETF worth $3.52M as of Q2 2026.
  • Silverlake Wealth Management bought 178 Avantis US Equity ETF shares in Q2 2026, an estimated $21.9K.
  • Avantis US Equity ETF made up 0.67% of Silverlake Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Silverlake Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.