Trace Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Trace Wealth Advisors’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	$20.8M	Buy	162,744 +5,140	+3%	+$633K	13.64%	2
2026 Q1	$17.5M	Sell	157,604 -6,891	-4%	-$789K	13.13%	2
2025 Q4	$18.4M	Buy	164,495 +75	+0%	+$8.26K	13.28%	2
2025 Q3	$17.9M	Buy	164,420 +3,650	+2%	+$383K	13.36%	2
2025 Q2	$16.2M	Sell	160,770 -5,030	-3%	-$471K	13.24%	2
2025 Q1	$15.3M	Buy	165,800 +8,845	+6%	+$862K	13.65%	2
2024 Q4	$15.2M	Buy	+156,955	New	+$15.4M	13.63%	2

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

Trace Wealth Advisors's AVUS Position: Q2 2026 in Review

Trace Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 3.3% in Q2 2026, buying an estimated $633K and bringing the position to 162,744 shares worth $20.8M. The position accounts for 13.64% of the portfolio, ranked #2.

Trace Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Trace Wealth Advisors held 162,744 shares of Avantis US Equity ETF worth $20.8M as of Q2 2026.
Trace Wealth Advisors bought 5,140 Avantis US Equity ETF shares in Q2 2026, an estimated $633K.
Avantis US Equity ETF made up 13.64% of Trace Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Trace Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.