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

Simplicity 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	$93.2M	Buy	727,970 +25,729	+4%	+$3.32M	2.72%	2
2026 Q2	$89.9M	Buy	702,241 +12,413	+2%	+$1.53M	3.04%	1
2026 Q1	$76.7M	Sell	689,828 -9,127	-1%	-$1.05M	4.35%	1
2025 Q4	$78.1M	Buy	698,955 +22,521	+3%	+$2.48M	4.66%	1
2025 Q3	$73.5M	Sell	676,434 -682,596	-50%	-$71.6M	4.26%	1
2025 Q2	$137M	Buy	1,359,030 +717,634	+112%	+$67.2M	5.7%	1
2025 Q1	$59.3M	Buy	+641,396	New	+$62.5M	4.61%	1
2024 Q4	–	Sell	-629,361	Closed	-$59.9M	–	339
2024 Q3	$59.9M	Buy	629,361 +562,213	+837%	+$51.6M	5.55%	1
2024 Q2	$6.06M	Buy	67,148 +60,964	+986%	+$5.39M	0.14%	153
2024 Q1	$553K	Buy	+6,184	New	+$522K	0.01%	694

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Simplicity Wealth's AVUS Position: Q3 2026 in Review

Simplicity Wealth increased its Avantis US Equity ETF (AVUS) stake by 3.7% in Q3 2026, buying an estimated $3.32M and bringing the position to 727,970 shares worth $93.2M. The position accounts for 2.72% of the portfolio, ranked #2.

Simplicity Wealth first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $137M in Q2 2025. 228 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Simplicity Wealth held 727,970 shares of Avantis US Equity ETF worth $93.2M as of Q3 2026.
Simplicity Wealth bought 25,729 Avantis US Equity ETF shares in Q3 2026, an estimated $3.32M.
Avantis US Equity ETF made up 2.72% of Simplicity Wealth's portfolio in Q3 2026, its #2 holding.
Simplicity Wealth first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's Avantis US Equity ETF position peaked at $137M in Q2 2025.
228 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.