Spire Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Spire Wealth 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	$34.5K	Hold	269	–	–	﹤0.01%	1276
2026 Q1	$29.9K	Hold	269	–	–	﹤0.01%	1310
2025 Q4	$30.1K	Hold	269	–	–	﹤0.01%	1335
2025 Q3	$29.2K	Hold	269	–	–	﹤0.01%	1398
2025 Q2	$27.1K	Sell	269 -656	-71%	-$61.4K	﹤0.01%	1406
2025 Q1	$85.5K	Hold	925	–	–	﹤0.01%	1094
2024 Q4	$89.7K	Hold	925	–	–	﹤0.01%	1075
2024 Q3	$88K	Hold	925	–	–	﹤0.01%	949
2024 Q2	$83.4K	Hold	925	–	–	﹤0.01%	953
2024 Q1	$82.8K	Hold	925	–	–	﹤0.01%	1049
2023 Q4	$75.5K	Buy	+925	New	+$70K	﹤0.01%	1072

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

Spire Wealth Management's AVUS Position: Q2 2026 in Review

Spire Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 269 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Spire Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $89.7K in Q4 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Spire Wealth Management held 269 shares of Avantis US Equity ETF worth $34.5K as of Q2 2026.
Spire Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1276 holding.
Spire Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's Avantis US Equity ETF position peaked at $89.7K in Q4 2024.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.