Tidemark’s Avantis US Equity ETF AVUS Stock Holding History

Tidemark’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 Q2	–	Sell	-41	Closed	-$3.79K	–	701
2025 Q1	$3.79K	Hold	41	–	–	﹤0.01%	561
2024 Q4	$3.98K	Hold	41	–	–	﹤0.01%	535
2024 Q3	$3.9K	Hold	41	–	–	﹤0.01%	517
2024 Q2	$3.7K	Hold	41	–	–	﹤0.01%	497
2024 Q1	$3.67K	Hold	41	–	–	﹤0.01%	551
2023 Q4	$3.34K	Buy	+41	New	+$3.1K	﹤0.01%	555

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Tidemark's AVUS Position: Q2 2025 in Review

Tidemark sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 41 shares — an estimated $3.79K sold.

Tidemark first reported a position in AVUS in Q4 2023 and held it in 6 quarters. The position peaked at $3.98K in Q4 2024. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

Tidemark reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
Tidemark sold 41 Avantis US Equity ETF shares in Q2 2025, an estimated $3.79K.
Tidemark first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 6 quarters.
Tidemark's Avantis US Equity ETF position peaked at $3.98K in Q4 2024.
473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.