SP Asset Management
AVUS icon

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
Q3 		$232K Buy
1,815
+4
+0.2% +$517 0.02% 130
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
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SP Asset Management's AVUS Position: Q3 2026 in Review

SP Asset Management increased its Avantis US Equity ETF (AVUS) stake by 0.22% in Q3 2026, buying an estimated $517 and bringing the position to 1,815 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #130.

SP Asset Management first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • SP Asset Management held 1,815 shares of Avantis US Equity ETF worth $232K as of Q3 2026.
  • SP Asset Management bought 4 Avantis US Equity ETF shares in Q3 2026, an estimated $517.
  • Avantis US Equity ETF made up 0.02% of SP Asset Management's portfolio in Q3 2026, its #130 holding.
  • SP Asset Management first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.