SXL
AVUS icon

Summit X LLC’s Avantis US Equity ETF AVUS Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-62,905
Closed -$6.34M – 17
2025
Q2 		$6.34M Sell
62,905
-453
-0.7% -$42.4K 1.18% 18
2025
Q1 		$5.85M Buy
63,358
+4,608
+8% +$449K 1.23% 17
2024
Q4 		$5.69M Buy
58,750
+12,246
+26% +$1.2M 1.26% 20
2024
Q3 		$4.19M Sell
46,504
-12,531
-21% -$1.15M 1.02% 25
2024
Q2 		$5.36M Buy
59,035
+23,034
+64% +$2.04M 1.2% 19
2024
Q1 		$3.22M Buy
36,001
+4,614
+15% +$390K 0.83% 26
2023
Q4 		$2.56M Buy
31,387
+14,291
+84% +$1.08M 0.73% 25
2023
Q3 		$1.25M Buy
17,096
+3,638
+27% +$276K 0.4% 51
2023
Q2 		$1.01M Buy
13,458
+7,940
+144% +$568K 0.25% 80
2023
Q1 		$391K Buy
+5,518
New +$391K 0.1% 181

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return