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

Strategic Financial Planning’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
-200,814
Closed -$9.7M – 48
2026
Q1 		$9.7M Buy
+200,814
New +$23M 5.68% 7

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 Planning's AVUS Position: Q2 2026 in Review

Strategic Financial Planning sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 200,814 shares — an estimated $9.7M sold.

Strategic Financial Planning first reported a position in AVUS in Q1 2026 and held it in 1 quarter. The position peaked at $9.7M in Q1 2026. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Strategic Financial Planning reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 200,814 Avantis US Equity ETF shares in Q2 2026, an estimated $9.7M.
  • Strategic Financial Planning first reported a position in Avantis US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Avantis US Equity ETF position peaked at $9.7M in Q1 2026.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.