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Summit Financial’s Avantis US Equity ETF AVUS Stock Holding History

Summit Financial’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 		$383K Sell
2,991
-34
-1% -$4.19K ﹤0.01% 1206
2026
Q1 		$336K Buy
+3,025
New +$346K ﹤0.01% 1138

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

Summit Financial's AVUS Position: Q2 2026 in Review

Summit Financial reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q2 2026, selling an estimated $4.19K and leaving 2,991 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Summit Financial first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Summit Financial held 2,991 shares of Avantis US Equity ETF worth $383K as of Q2 2026.
  • Summit Financial sold 34 Avantis US Equity ETF shares in Q2 2026, an estimated $4.19K.
  • Avantis US Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1206 holding.
  • Summit Financial first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.