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Sunbelt Securities’s Avantis US Equity ETF AVUS Stock Holding History

Sunbelt Securities’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 		$665K Buy
5,984
+8
+0.1% +$916 0.04% 345
2025
Q4 		$668K Buy
5,976
+12
+0.2% +$1.32K 0.04% 333
2025
Q3 		$648K Sell
5,964
-989
-14% -$104K 0.04% 325
2025
Q2 		$674K Sell
6,953
-16
-0.2% -$1.5K 0.06% 281
2025
Q1 		$644K Buy
6,969
+16
+0.2% +$1.56K 0.06% 271
2024
Q4 		$675K Sell
6,953
-1,170
-14% -$115K 0.06% 282
2024
Q3 		$773K Sell
8,123
-1,422
-15% -$131K 0.08% 248
2024
Q2 		$861K Buy
9,545
+564
+6% +$49.8K 0.09% 214
2024
Q1 		$804K Sell
8,981
-724
-7% -$61.1K 0.09% 216
2023
Q4 		$791K Buy
9,705
+28
+0.3% +$2.12K 0.1% 218
2023
Q3 		$709K Sell
9,677
-1,926
-17% -$146K 0.1% 220
2023
Q2 		$872K Sell
11,603
-2,275
-16% -$163K 0.13% 177
2023
Q1 		$969K Buy
13,878
+773
+6% +$54.7K 0.16% 146
2022
Q4 		$891K Buy
13,105
+902
+7% +$61.6K 0.17% 152
2022
Q3 		$761K Buy
12,203
+35
+0.3% +$2.4K 0.16% 162
2022
Q2 		$791K Buy
12,168
+268
+2% +$19K 0.17% 153
2022
Q1 		$931K Sell
11,900
-1,703
-13% -$130K 0.17% 150
2021
Q4 		$1.05M Buy
13,603
+1,505
+12% +$118K 0.17% 143
2021
Q3 		$886K Hold
12,098
– – 0.16% 150
2021
Q2 		$886K Buy
+12,098
New +$880K 0.16% 150

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

Sunbelt Securities's AVUS Position: Q1 2026 in Review

Sunbelt Securities increased its Avantis US Equity ETF (AVUS) stake by 0.13% in Q1 2026, buying an estimated $916 and bringing the position to 5,984 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #345.

Sunbelt Securities first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q4 2021. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Sunbelt Securities held 5,984 shares of Avantis US Equity ETF worth $665K as of Q1 2026.
  • Sunbelt Securities bought 8 Avantis US Equity ETF shares in Q1 2026, an estimated $916.
  • Avantis US Equity ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #345 holding.
  • Sunbelt Securities first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Sunbelt Securities's Avantis US Equity ETF position peaked at $1.05M in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.