Sound Income Strategies’s Avantis US Equity ETF AVUS Stock Holding History

Sound Income Strategies’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	–	Sell	-299	Closed	-$33.5K	–	625
2026 Q1	$33.5K	Hold	299	–	–	﹤0.01%	974
2025 Q4	$34.4K	Hold	299	–	–	﹤0.01%	937
2025 Q3	$32.6K	Sell	299 -150	-33%	-$15.7K	﹤0.01%	679
2025 Q2	$45.3K	Sell	449 -32	-7%	-$3K	﹤0.01%	545
2025 Q1	$44.4K	Hold	481	–	–	﹤0.01%	534
2024 Q4	$46.6K	Hold	481	–	–	﹤0.01%	480
2024 Q3	$45.8K	Hold	481	–	–	﹤0.01%	462
2024 Q2	$43.4K	Buy	481 +480	+48,000%	+$42.4K	﹤0.01%	462
2024 Q1	$102	Sell	1 -2,534	-100%	-$214K	﹤0.01%	1300
2023 Q4	$207K	Buy	+2,535	New	+$192K	0.02%	194

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Sound Income Strategies's AVUS Position: Q2 2026 in Review

Sound Income Strategies sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 299 shares — an estimated $33.5K sold.

Sound Income Strategies first reported a position in AVUS in Q4 2023 and held it in 10 quarters. The position peaked at $207K in Q4 2023. 481 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Sound Income Strategies reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 299 Avantis US Equity ETF shares in Q2 2026, an estimated $33.5K.
Sound Income Strategies first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 10 quarters.
Sound Income Strategies's Avantis US Equity ETF position peaked at $207K in Q4 2023.
481 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.