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Strategic Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Strategic Wealth Partners’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 		$300K Sell
2,702
-607
-18% -$69.5K 0.02% 254
2025
Q4 		$370K Sell
3,309
-8,763
-73% -$965K 0.03% 236
2025
Q3 		$1.31M Buy
+12,072
New +$1.27M 0.1% 140

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 Wealth Partners's AVUS Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 18% in Q1 2026, selling an estimated $69.5K and leaving 2,702 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #254.

Strategic Wealth Partners first reported a position in AVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31M in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Strategic Wealth Partners held 2,702 shares of Avantis US Equity ETF worth $300K as of Q1 2026.
  • Strategic Wealth Partners sold 607 Avantis US Equity ETF shares in Q1 2026, an estimated $69.5K.
  • Avantis US Equity ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #254 holding.
  • Strategic Wealth Partners first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Avantis US Equity ETF position peaked at $1.31M in Q3 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.