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

SP 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 Q2	$232K	Buy	1,811 +3	+0.2%	+$370	0.02%	127
2026 Q1	$201K	Buy	1,808 +3	+0.2%	+$343	0.02%	117
2025 Q4	$202K	Buy	+1,805	New	+$199K	0.02%	135

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SP Asset Management's AVUS Position: Q2 2026 in Review

SP Asset Management increased its Avantis US Equity ETF (AVUS) stake by 0.17% in Q2 2026, buying an estimated $370 and bringing the position to 1,811 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #127.

SP Asset Management first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

SP Asset Management held 1,811 shares of Avantis US Equity ETF worth $232K as of Q2 2026.
SP Asset Management bought 3 Avantis US Equity ETF shares in Q2 2026, an estimated $370.
Avantis US Equity ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #127 holding.
SP Asset Management first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
331 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.