Steward Partners Investment Advisory’s Avantis US Equity ETF AVUS Stock Holding History

Steward Partners Investment Advisory’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	$178K	Sell	1,386 -4,267	-75%	-$526K	﹤0.01%	2297
2026 Q1	$628K	Sell	5,653 -652	-10%	-$74.7K	﹤0.01%	1399
2025 Q4	$705K	Sell	6,305 -4,130	-40%	-$455K	﹤0.01%	1243
2025 Q3	$1.13M	Buy	10,435 +1,615	+18%	+$169K	0.01%	1000
2025 Q2	$889K	Sell	8,820 -1	-0%	-$94	0.01%	1039
2025 Q1	$815K	Buy	8,821 +76	+0.9%	+$7.41K	0.01%	998
2024 Q4	$848K	Sell	8,745 -95	-1%	-$9.33K	0.01%	939
2024 Q3	$841K	Sell	8,840 -21,338	-71%	-$1.96M	0.01%	920
2024 Q2	$2.72M	Buy	30,178 +19,062	+171%	+$1.68M	0.03%	497
2024 Q1	$995K	Buy	+11,116	New	+$939K	0.01%	791

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

Steward Partners Investment Advisory's AVUS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Avantis US Equity ETF (AVUS) stake by 75% in Q2 2026, selling an estimated $526K and leaving 1,386 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Steward Partners Investment Advisory first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.72M in Q2 2024. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Steward Partners Investment Advisory held 1,386 shares of Avantis US Equity ETF worth $178K as of Q2 2026.
Steward Partners Investment Advisory sold 4,267 Avantis US Equity ETF shares in Q2 2026, an estimated $526K.
Avantis US Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2297 holding.
Steward Partners Investment Advisory first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Avantis US Equity ETF position peaked at $2.72M in Q2 2024.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.