Stifel Financial
AVUS icon

Stifel Financial’s Avantis US Equity ETF AVUS Stock Holding History

Stifel Financial’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
Q1 		$13.5M Buy
121,668
+1,566
+1% +$179K 0.01% 810
2025
Q4 		$13.4M Sell
120,102
-2,863
-2% -$315K 0.01% 814
2025
Q3 		$13.4M Sell
122,965
-94
-0.1% -$9.86K 0.01% 810
2025
Q2 		$12.4M Buy
123,059
+4,552
+4% +$426K 0.01% 791
2025
Q1 		$10.9M Buy
118,507
+10,567
+10% +$1.03M 0.01% 805
2024
Q4 		$10.5M Buy
107,940
+7,441
+7% +$731K 0.01% 831
2024
Q3 		$9.56M Buy
100,499
+4,271
+4% +$392K 0.01% 869
2024
Q2 		$8.68M Buy
96,228
+1,424
+2% +$126K 0.01% 867
2024
Q1 		$8.49M Buy
94,804
+22,063
+30% +$1.86M 0.01% 877
2023
Q4 		$5.93M Buy
72,741
+40,200
+124% +$3.04M 0.01% 1013
2023
Q3 		$2.38M Buy
32,541
+4,445
+16% +$338K ﹤0.01% 1464
2023
Q2 		$2.11M Buy
28,096
+13,131
+88% +$940K ﹤0.01% 1582
2023
Q1 		$1.06M Buy
14,965
+3,164
+27% +$224K ﹤0.01% 2005
2022
Q4 		$803K Buy
+11,801
New +$807K ﹤0.01% 2166
2022
Q2 		– Sell
-5,194
Closed -$400K – 3327
2022
Q1 		$400K Buy
+5,194
New +$396K ﹤0.01% 2701

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Stifel Financial's AVUS Position: Q1 2026 in Review

Stifel Financial increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q1 2026, buying an estimated $179K and bringing the position to 121,668 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #810.

Stifel Financial first reported a position in AVUS in Q1 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Stifel Financial held 121,668 shares of Avantis US Equity ETF worth $13.5M as of Q1 2026.
  • Stifel Financial bought 1,566 Avantis US Equity ETF shares in Q1 2026, an estimated $179K.
  • Avantis US Equity ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #810 holding.
  • Stifel Financial first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 15 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.