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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Simplicity Wealth's AVUS Position: Q1 2026 in Review

Simplicity Wealth reduced its Avantis US Equity ETF (AVUS) stake by 1.3% in Q1 2026, selling an estimated $1.05M and leaving 689,828 shares worth $76.7M. The position accounts for 4.35% of the portfolio, ranked #1.

Simplicity Wealth first reported a position in AVUS in Q1 2024 and has held it in 8 quarters since. The position peaked at $137M in Q2 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Simplicity Wealth held 689,828 shares of Avantis US Equity ETF worth $76.7M as of Q1 2026.
Simplicity Wealth sold 9,127 Avantis US Equity ETF shares in Q1 2026, an estimated $1.05M.
Avantis US Equity ETF made up 4.35% of Simplicity Wealth's portfolio in Q1 2026, its #1 holding.
Simplicity Wealth first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Avantis US Equity ETF position peaked at $137M in Q2 2025.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.