Smith Anglin Financial’s Avantis US Equity ETF AVUS Stock Holding History

Smith Anglin Financial’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
2025 Q2	$11.6M	Sell	114,933 -768,240	-87%	-$71.9M	1.05%	17
2025 Q1	$81.6M	Buy	883,173 +1,541	+0.2%	+$150K	8.64%	4
2024 Q4	$85.5M	Buy	881,632 +35,337	+4%	+$3.47M	8.02%	3
2024 Q3	$80.5M	Buy	846,295 +265,209	+46%	+$24.4M	7.75%	3
2024 Q2	$52.4M	Buy	581,086 +78,223	+16%	+$6.91M	5.3%	6
2024 Q1	$45M	Buy	502,863 +11,858	+2%	+$1M	4.65%	8
2023 Q4	$40M	Sell	491,005 -25,625	-5%	-$1.94M	4.59%	8
2023 Q3	$37.8M	Buy	516,630 +5,011	+1%	+$381K	4.6%	6
2023 Q2	$38.5M	Sell	511,619 -8,467	-2%	-$606K	4.67%	6
2023 Q1	$36.9M	Buy	520,086 +9,963	+2%	+$705K	5.49%	5
2022 Q4	$34.7M	Buy	510,123 +8,151	+2%	+$557K	6.55%	4
2022 Q3	$31.3M	Buy	501,972 +487,487	+3,365%	+$33.5M	6.59%	5
2022 Q2	$942K	Buy	+14,485	New	+$1.03M	0.28%	45

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Smith Anglin Financial's AVUS Position: Q2 2025 in Review

Smith Anglin Financial reduced its Avantis US Equity ETF (AVUS) stake by 87% in Q2 2025, selling an estimated $71.9M and leaving 114,933 shares worth $11.6M. The position accounts for 1.05% of the portfolio, ranked #17.

Smith Anglin Financial first reported a position in AVUS in Q2 2022 and has held it in 13 quarters since. The position peaked at $85.5M in Q4 2024. 475 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

Smith Anglin Financial held 114,933 shares of Avantis US Equity ETF worth $11.6M as of Q2 2025.
Smith Anglin Financial sold 768,240 Avantis US Equity ETF shares in Q2 2025, an estimated $71.9M.
Avantis US Equity ETF made up 1.05% of Smith Anglin Financial's portfolio in Q2 2025, its #17 holding.
Smith Anglin Financial first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 13 quarters since.
Smith Anglin Financial's Avantis US Equity ETF position peaked at $85.5M in Q4 2024.
475 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.