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

Summit 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 Q2	$4.73M	Sell	36,925 -5,631	-13%	-$694K	0.67%	43
2026 Q1	$4.73M	Sell	42,556 -3,058	-7%	-$350K	0.75%	37
2025 Q4	$5.1M	Sell	45,614 -3,837	-8%	-$423K	0.94%	30
2025 Q3	$5.38M	Sell	49,451 -1,571	-3%	-$165K	0.97%	29
2025 Q2	$5.14M	Sell	51,022 -45,674	-47%	-$4.28M	0.98%	26
2025 Q1	$8.93M	Buy	96,696 +2,685	+3%	+$262K	1.81%	17
2024 Q4	$9.11M	Buy	94,011 +20,270	+27%	+$1.99M	1.87%	15
2024 Q3	$7.02M	Buy	73,741 +19,329	+36%	+$1.78M	1.35%	21
2024 Q2	$4.91M	Buy	54,412 +42,023	+339%	+$3.71M	1.02%	23
2024 Q1	$1.11M	Buy	+12,389	New	+$1.05M	0.24%	72

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Summit Wealth Partners's AVUS Position: Q2 2026 in Review

Summit Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 13% in Q2 2026, selling an estimated $694K and leaving 36,925 shares worth $4.73M. The position accounts for 0.67% of the portfolio, ranked #43.

Summit Wealth Partners first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.11M in Q4 2024. 331 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Summit Wealth Partners held 36,925 shares of Avantis US Equity ETF worth $4.73M as of Q2 2026.
Summit Wealth Partners sold 5,631 Avantis US Equity ETF shares in Q2 2026, an estimated $694K.
Avantis US Equity ETF made up 0.67% of Summit Wealth Partners's portfolio in Q2 2026, its #43 holding.
Summit Wealth Partners first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Summit Wealth Partners's Avantis US Equity ETF position peaked at $9.11M in Q4 2024.
331 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.