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

Stratos 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 		$693K Sell
6,237
-571
-8% -$65.4K 0.01% 939
2025
Q4 		$761K Sell
6,808
-1,525
-18% -$168K 0.01% 872
2025
Q3 		$906K Sell
8,333
-596
-7% -$62.5K 0.01% 785
2025
Q2 		$900K Buy
8,929
+1,673
+23% +$157K 0.01% 728
2025
Q1 		$670K Buy
7,256
+945
+15% +$92.1K 0.01% 791
2024
Q4 		$612K Buy
6,311
+5
+0.1% +$491 0.01% 855
2024
Q3 		$600K Sell
6,306
-7,680
-55% -$705K 0.01% 869
2024
Q2 		$1.26M Buy
13,986
+8,701
+165% +$769K 0.02% 574
2024
Q1 		$473K Buy
5,285
+659
+14% +$55.7K 0.01% 919
2023
Q4 		$377K Buy
4,626
+196
+4% +$14.8K 0.01% 984
2023
Q3 		$325K Buy
4,430
+591
+15% +$44.9K 0.01% 980
2023
Q2 		$289K Buy
+3,839
New +$275K 0.01% 975
2022
Q2 		– Sell
-24,665
Closed -$1.9M – 1199
2022
Q1 		$1.9M Sell
24,665
-13,623
-36% -$1.04M 0.04% 370
2021
Q4 		$3.07M Sell
38,288
-23,237
-38% -$1.82M 0.07% 267
2021
Q3 		$4.53M Sell
61,525
-3,864
-6% -$291K 0.12% 191
2021
Q2 		$4.85M Buy
65,389
+563
+0.9% +$41K 0.12% 188
2021
Q1 		$4.5M Buy
+64,826
New +$4.34M 0.12% 184

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

Stratos Wealth Partners's AVUS Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 8.4% in Q1 2026, selling an estimated $65.4K and leaving 6,237 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #939.

Stratos Wealth Partners first reported a position in AVUS in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.85M in Q2 2021. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Stratos Wealth Partners held 6,237 shares of Avantis US Equity ETF worth $693K as of Q1 2026.
  • Stratos Wealth Partners sold 571 Avantis US Equity ETF shares in Q1 2026, an estimated $65.4K.
  • Avantis US Equity ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #939 holding.
  • Stratos Wealth Partners first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 17 quarters since.
  • Stratos Wealth Partners's Avantis US Equity ETF position peaked at $4.85M in Q2 2021.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.