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Smartleaf Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Smartleaf Asset Management’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 		$2.63M Sell
24,284
-247
-1% -$28.3K 0.09% 187
2025
Q4 		$2.76M Buy
24,531
+23,275
+1,853% +$2.56M 0.1% 173
2025
Q3 		$136K Sell
1,256
-1,165
-48% -$122K 0.01% 900
2025
Q2 		$243K Buy
2,421
+97
+4% +$9.08K 0.02% 531
2025
Q1 		$214K Hold
2,324
– – 0.02% 548
2024
Q4 		$226K Buy
2,324
+138
+6% +$13.5K 0.02% 503
2024
Q3 		$207K Hold
2,186
– – 0.03% 486
2024
Q2 		$197K Buy
+2,186
New +$193K 0.03% 384

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Smartleaf Asset Management's AVUS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Avantis US Equity ETF (AVUS) stake by 1% in Q1 2026, selling an estimated $28.3K and leaving 24,284 shares worth $2.63M. The position accounts for 0.09% of the portfolio, ranked #187.

Smartleaf Asset Management first reported a position in AVUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Smartleaf Asset Management held 24,284 shares of Avantis US Equity ETF worth $2.63M as of Q1 2026.
  • Smartleaf Asset Management sold 247 Avantis US Equity ETF shares in Q1 2026, an estimated $28.3K.
  • Avantis US Equity ETF made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #187 holding.
  • Smartleaf Asset Management first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's Avantis US Equity ETF position peaked at $2.76M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.