Sowell Financial Services’s Avantis US Equity ETF AVUS Stock Holding History

Sowell Financial Services’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	$344K	Hold	2,689	–	–	0.01%	805
2026 Q1	$299K	Hold	2,689	–	–	0.01%	835
2025 Q4	$301K	Hold	2,689	–	–	0.01%	833
2025 Q3	$292K	Hold	2,689	–	–	0.01%	820
2025 Q2	$271K	Hold	2,689	–	–	0.01%	831
2025 Q1	$248K	Buy	+2,689	New	+$262K	0.01%	847

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

Sowell Financial Services's AVUS Position: Q2 2026 in Review

Sowell Financial Services held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,689 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #805.

Sowell Financial Services first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Sowell Financial Services held 2,689 shares of Avantis US Equity ETF worth $344K as of Q2 2026.
Sowell Financial Services left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #805 holding.
Sowell Financial Services first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.