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SOL Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

SOL Capital 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 		– Sell
-63,680
Closed -$7.12M – 71
2025
Q4 		$7.12M Sell
63,680
-21,481
-25% -$2.37M 0.64% 43
2025
Q3 		$9.26M Buy
85,161
+719
+0.9% +$75.4K 0.83% 33
2025
Q2 		$8.51M Buy
84,442
+14,306
+20% +$1.34M 0.83% 30
2025
Q1 		$6.48M Buy
70,136
+14,556
+26% +$1.42M 0.71% 37
2024
Q4 		$5.39M Buy
55,580
+3,614
+7% +$355K 0.6% 42
2024
Q3 		$4.95M Sell
51,966
-1,261
-2% -$116K 0.55% 50
2024
Q2 		$4.8M Buy
53,227
+456
+0.9% +$40.3K 0.58% 48
2024
Q1 		$4.72M Sell
52,771
-8,535
-14% -$721K 0.59% 43
2023
Q4 		$5M Sell
61,306
-899
-1% -$68K 0.68% 38
2023
Q3 		$4.56M Buy
62,205
+3,048
+5% +$232K 0.71% 36
2023
Q2 		$4.45M Buy
59,157
+2,937
+5% +$210K 0.67% 42
2023
Q1 		$3.98M Buy
56,220
+5,191
+10% +$367K 0.65% 43
2022
Q4 		$3.47M Buy
51,029
+388
+0.8% +$26.5K 0.61% 45
2022
Q3 		$3.16M Buy
50,641
+1,786
+4% +$123K 0.66% 40
2022
Q2 		$3.18M Buy
48,855
+10,413
+27% +$739K 0.64% 42
2022
Q1 		$2.96M Buy
38,442
+19,815
+106% +$1.51M 0.54% 50
2021
Q4 		$1.49M Buy
18,627
+7,721
+71% +$605K 0.27% 99
2021
Q3 		$804K Buy
10,906
+3,931
+56% +$296K 0.16% 134
2021
Q2 		$518K Buy
+6,975
New +$508K 0.1% 171

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

SOL Capital Management's AVUS Position: Q1 2026 in Review

SOL Capital Management sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 63,680 shares — an estimated $7.12M sold.

SOL Capital Management first reported a position in AVUS in Q2 2021 and held it in 19 quarters. The position peaked at $9.26M in Q3 2025. 557 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • SOL Capital Management reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 63,680 Avantis US Equity ETF shares in Q1 2026, an estimated $7.12M.
  • SOL Capital Management first reported a position in Avantis US Equity ETF in Q2 2021 and held it in 19 quarters.
  • SOL Capital Management's Avantis US Equity ETF position peaked at $9.26M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.