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Strategic Financial Concepts’s Avantis US Equity ETF AVUS Stock Holding History

Strategic Financial Concepts’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 		– Sell
-2,231
Closed -$248K – 243
2026
Q1 		$248K Buy
2,231
+99
+5% +$11.3K 0.06% 245
2025
Q4 		$238K Buy
+2,132
New +$235K 0.22% 99
2025
Q3 		– Sell
-263,783
Closed -$26.6M – 274
2025
Q2 		$26.6M Buy
263,783
+16,169
+7% +$1.51M 3.74% 7
2025
Q1 		$22.9M Buy
247,614
+30,724
+14% +$2.99M 4.29% 1
2024
Q4 		$21M Buy
216,890
+46,621
+27% +$4.58M 4.03% 1
2024
Q3 		$16.2M Buy
170,269
+158,593
+1,358% +$14.6M 5.16% 1
2024
Q2 		$1.05M Sell
11,676
-114,298
-91% -$10.1M 0.61% 47
2024
Q1 		$11.3M Buy
125,974
+114,880
+1,036% +$9.7M 2.72% 2
2023
Q4 		$905K Sell
11,094
-38,794
-78% -$2.94M 0.54% 54
2023
Q3 		$3.65M Buy
49,888
+9,223
+23% +$701K 1.23% 20
2023
Q2 		$3.06M Buy
40,665
+7,096
+21% +$508K 1.13% 22
2023
Q1 		$2.38M Buy
+33,569
New +$2.38M 0.96% 27

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Strategic Financial Concepts's AVUS Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 2,231 shares — an estimated $248K sold.

Strategic Financial Concepts first reported a position in AVUS in Q1 2023 and held it in 12 quarters. The position peaked at $26.6M in Q2 2025. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 2,231 Avantis US Equity ETF shares in Q2 2026, an estimated $248K.
  • Strategic Financial Concepts first reported a position in Avantis US Equity ETF in Q1 2023 and held it in 12 quarters.
  • Strategic Financial Concepts's Avantis US Equity ETF position peaked at $26.6M in Q2 2025.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.