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 Q2	$53.2M	Buy	415,640 +23,353	+6%	+$2.88M	3.97%	3
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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 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 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Tortoise Investment Management's AVUS Position: Q2 2026 in Review

Tortoise Investment Management increased its Avantis US Equity ETF (AVUS) stake by 6% in Q2 2026, buying an estimated $2.88M and bringing the position to 415,640 shares worth $53.2M. The position accounts for 3.97% of the portfolio, ranked #3.

Tortoise Investment Management first reported a position in AVUS in Q2 2021 and has held it in 21 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Tortoise Investment Management held 415,640 shares of Avantis US Equity ETF worth $53.2M as of Q2 2026.
Tortoise Investment Management bought 23,353 Avantis US Equity ETF shares in Q2 2026, an estimated $2.88M.
Avantis US Equity ETF made up 3.97% of Tortoise Investment Management's portfolio in Q2 2026, its #3 holding.
Tortoise Investment Management first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 21 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.