SJS Investment Consulting
AVUS icon

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
Q3 		$18.5M Sell
144,098
-569
-0.4% -$73.5K 1.86% 9
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% +$9.9M 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SJS Investment Consulting's AVUS Position: Q3 2026 in Review

SJS Investment Consulting reduced its Avantis US Equity ETF (AVUS) stake by 0.39% in Q3 2026, selling an estimated $73.5K and leaving 144,098 shares worth $18.5M. The position accounts for 1.86% of the portfolio, ranked #9.

SJS Investment Consulting first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.5M in Q2 2026. 259 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • SJS Investment Consulting held 144,098 shares of Avantis US Equity ETF worth $18.5M as of Q3 2026.
  • SJS Investment Consulting sold 569 Avantis US Equity ETF shares in Q3 2026, an estimated $73.5K.
  • Avantis US Equity ETF made up 1.86% of SJS Investment Consulting's portfolio in Q3 2026, its #9 holding.
  • SJS Investment Consulting first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • SJS Investment Consulting's Avantis US Equity ETF position peaked at $18.5M in Q2 2026.
  • 259 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.