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 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

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

Simplicity Wealth's AVUS Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis US Equity ETF (AVUS) stake by 1.8% in Q2 2026, buying an estimated $1.53M and bringing the position to 702,241 shares worth $89.9M. The position accounts for 3.04% of the portfolio, ranked #1.

Simplicity Wealth first reported a position in AVUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $137M in Q2 2025. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Simplicity Wealth held 702,241 shares of Avantis US Equity ETF worth $89.9M as of Q2 2026.
Simplicity Wealth bought 12,413 Avantis US Equity ETF shares in Q2 2026, an estimated $1.53M.
Avantis US Equity ETF made up 3.04% of Simplicity Wealth's portfolio in Q2 2026, its #1 holding.
Simplicity Wealth first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Avantis US Equity ETF position peaked at $137M in Q2 2025.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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