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SJS Investment Consulting’s Avantis US Equity ETF AVUS Stock Holding History

SJS Investment Consulting’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 		$18.5M Buy
144,667
+4,201
+3% +$518K 2.02% 8
2026
Q1 		$15.6M Buy
140,466
+30,870
+28% +$3.53M 1.91% 9
2025
Q4 		$12.3M Sell
109,596
-436
-0.4% -$48K 1.55% 10
2025
Q3 		$12M Sell
110,032
-770
-0.7% -$80.8K 1.64% 9
2025
Q2 		$11.2M Buy
110,802
+105,905
+2,163% +$9.92M 1.77% 9
2025
Q1 		$452K Sell
4,897
-6,321
-56% -$616K 0.08% 56
2024
Q4 		$1.09M Buy
11,218
+7,366
+191% +$723K 0.19% 34
2024
Q3 		$367K Sell
3,852
-100
-3% -$9.18K 0.06% 64
2024
Q2 		$356K Buy
3,952
+12
+0.3% +$1.06K 0.07% 61
2024
Q1 		$353K Buy
3,940
+27
+0.7% +$2.28K 0.07% 59
2023
Q4 		$319K Sell
3,913
-9
-0.2% -$681 0.07% 62
2023
Q3 		$287K Buy
3,922
+14
+0.4% +$1.06K 0.07% 59
2023
Q2 		$294K Sell
3,908
-1,008
-21% -$72.1K 0.07% 58
2023
Q1 		$348K Sell
4,916
-1,584
-24% -$112K 0.1% 53
2022
Q4 		$442K Buy
6,500
+798
+14% +$54.5K 0.13% 46
2022
Q3 		$356K Buy
+5,702
New +$392K 0.12% 50
2022
Q1 		$2.63M Buy
34,160
+3,183
+10% +$242K 0.81% 7
2021
Q4 		$2.48M Buy
+30,977
New +$2.43M 0.75% 8

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

SJS Investment Consulting's AVUS Position: Q2 2026 in Review

SJS Investment Consulting increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2026, buying an estimated $518K and bringing the position to 144,667 shares worth $18.5M. The position accounts for 2.02% of the portfolio, ranked #8.

SJS Investment Consulting first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • SJS Investment Consulting held 144,667 shares of Avantis US Equity ETF worth $18.5M as of Q2 2026.
  • SJS Investment Consulting bought 4,201 Avantis US Equity ETF shares in Q2 2026, an estimated $518K.
  • Avantis US Equity ETF made up 2.02% of SJS Investment Consulting's portfolio in Q2 2026, its #8 holding.
  • SJS Investment Consulting first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.