Strategic Blueprint
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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
Q3 		$56.9M Buy
444,602
+3,786
+0.9% +$489K 2.79% 2
2026
Q2 		$56.5M Sell
440,816
-7,817
-2% -$963K 2.82% 2
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Strategic Blueprint's AVUS Position: Q3 2026 in Review

Strategic Blueprint increased its Avantis US Equity ETF (AVUS) stake by 0.86% in Q3 2026, buying an estimated $489K and bringing the position to 444,602 shares worth $56.9M. The position accounts for 2.79% of the portfolio, ranked #2.

Strategic Blueprint first reported a position in AVUS in Q4 2021 and has held it in 20 quarters since. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Strategic Blueprint held 444,602 shares of Avantis US Equity ETF worth $56.9M as of Q3 2026.
  • Strategic Blueprint bought 3,786 Avantis US Equity ETF shares in Q3 2026, an estimated $489K.
  • Avantis US Equity ETF made up 2.79% of Strategic Blueprint's portfolio in Q3 2026, its #2 holding.
  • Strategic Blueprint first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • 390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.