SB
AVUS icon

Strategic Blueprint’s Avantis US Equity ETF AVUS Stock Holding History

Strategic Blueprint’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 		$49.9M Sell
448,633
-16,756
-4% -$1.92M 2.9% 1
2025
Q4 		$52M Sell
465,389
-447
-0.1% -$49.2K 3.07% 1
2025
Q3 		$50.6M Buy
465,836
+2,701
+0.6% +$283K 2.21% 4
2025
Q2 		$46.7M Buy
463,135
+36,247
+8% +$3.39M 2.29% 4
2025
Q1 		$39.4M Buy
426,888
+18,058
+4% +$1.76M 2.15% 5
2024
Q4 		$39.6M Sell
408,830
-621
-0.2% -$61K 2.36% 6
2024
Q3 		$39M Sell
409,451
-878
-0.2% -$80.6K 2.43% 3
2024
Q2 		$37M Buy
410,329
+4,955
+1% +$438K 2.51% 3
2024
Q1 		$36.3M Buy
405,374
+2,280
+0.6% +$193K 2.58% 2
2023
Q4 		$32.9M Buy
403,094
+3,515
+0.9% +$266K 2.71% 2
2023
Q3 		$29.3M Sell
399,579
-3,734
-0.9% -$284K 2.7% 2
2023
Q2 		$30.3M Sell
403,313
-10,590
-3% -$758K 2.89% 2
2023
Q1 		$29.3M Buy
413,903
+11,487
+3% +$813K 3.02% 2
2022
Q4 		$27.4M Buy
402,416
+56,824
+16% +$3.88M 3.17% 3
2022
Q3 		$21.5M Buy
345,592
+34,013
+11% +$2.34M 2.58% 4
2022
Q2 		$20.3M Buy
311,579
+73,285
+31% +$5.2M 2.5% 5
2022
Q1 		$18.4M Buy
238,294
+209,795
+736% +$16M 2.13% 4
2021
Q4 		$2.28M Buy
+28,499
New +$2.23M 0.29% 75

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

Strategic Blueprint's AVUS Position: Q1 2026 in Review

Strategic Blueprint reduced its Avantis US Equity ETF (AVUS) stake by 3.6% in Q1 2026, selling an estimated $1.92M and leaving 448,633 shares worth $49.9M. The position accounts for 2.9% of the portfolio, ranked #1.

Strategic Blueprint first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $52M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Strategic Blueprint held 448,633 shares of Avantis US Equity ETF worth $49.9M as of Q1 2026.
  • Strategic Blueprint sold 16,756 Avantis US Equity ETF shares in Q1 2026, an estimated $1.92M.
  • Avantis US Equity ETF made up 2.9% of Strategic Blueprint's portfolio in Q1 2026, its #1 holding.
  • Strategic Blueprint first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategic Blueprint's Avantis US Equity ETF position peaked at $52M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.