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Tortoise Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Tortoise Investment Management’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 		$43.6M Buy
392,287
+32,852
+9% +$3.76M 3.6% 3
2025
Q4 		$40.2M Buy
359,435
+15,652
+5% +$1.72M 3.53% 3
2025
Q3 		$37.4M Buy
343,783
+1,085
+0.3% +$114K 3.33% 3
2025
Q2 		$34.6M Buy
342,698
+23,337
+7% +$2.19M 3.3% 3
2025
Q1 		$29.5M Buy
319,361
+18,881
+6% +$1.84M 3.07% 4
2024
Q4 		$29.1M Buy
300,480
+17,903
+6% +$1.76M 3.07% 3
2024
Q3 		$26.9M Buy
282,577
+24,238
+9% +$2.23M 2.81% 4
2024
Q2 		$23.3M Buy
258,339
+19,025
+8% +$1.68M 2.66% 4
2024
Q1 		$21.4M Buy
239,314
+27,056
+13% +$2.28M 2.6% 4
2023
Q4 		$17.3M Buy
212,258
+21,967
+12% +$1.66M 2.35% 5
2023
Q3 		$13.9M Buy
190,291
+13,300
+8% +$1.01M 2.08% 8
2023
Q2 		$13.3M Buy
176,991
+8,803
+5% +$630K 1.98% 9
2023
Q1 		$11.9M Buy
168,188
+33,706
+25% +$2.39M 1.9% 12
2022
Q4 		$9.15M Buy
134,482
+49,487
+58% +$3.38M 1.6% 14
2022
Q3 		$5.3M Buy
84,995
+17,777
+26% +$1.22M 1.03% 28
2022
Q2 		$4.37M Buy
67,218
+9,218
+16% +$654K 0.86% 36
2022
Q1 		$4.47M Buy
58,000
+34,620
+148% +$2.64M 0.83% 34
2021
Q4 		$1.87M Buy
23,380
+15,580
+200% +$1.22M 0.35% 54
2021
Q3 		$575K Buy
7,800
+6,925
+791% +$521K 0.12% 101
2021
Q2 		$65K Buy
+875
New +$63.7K 0.01% 239

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 $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

Tortoise Investment Management's AVUS Position: Q1 2026 in Review

Tortoise Investment Management increased its Avantis US Equity ETF (AVUS) stake by 9.1% in Q1 2026, buying an estimated $3.76M and bringing the position to 392,287 shares worth $43.6M. The position accounts for 3.6% of the portfolio, ranked #3.

Tortoise Investment Management first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Tortoise Investment Management held 392,287 shares of Avantis US Equity ETF worth $43.6M as of Q1 2026.
  • Tortoise Investment Management bought 32,852 Avantis US Equity ETF shares in Q1 2026, an estimated $3.76M.
  • Avantis US Equity ETF made up 3.6% of Tortoise Investment Management's portfolio in Q1 2026, its #3 holding.
  • Tortoise Investment Management first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.