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Trailhead Planners’s Avantis US Equity ETF AVUS Stock Holding History

Trailhead Planners’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 		$917K Sell
7,161
-8,775
-55% -$1.08M 0.89% 26
2026
Q1 		$1.77M Buy
15,936
+181
+1% +$20.7K 1.7% 19
2025
Q4 		$1.76M Buy
+15,755
New +$1.74M 1.73% 19

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 $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Trailhead Planners's AVUS Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis US Equity ETF (AVUS) stake by 55% in Q2 2026, selling an estimated $1.08M and leaving 7,161 shares worth $917K. The position accounts for 0.89% of the portfolio, ranked #26.

Trailhead Planners first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.77M in Q1 2026. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Trailhead Planners held 7,161 shares of Avantis US Equity ETF worth $917K as of Q2 2026.
  • Trailhead Planners sold 8,775 Avantis US Equity ETF shares in Q2 2026, an estimated $1.08M.
  • Avantis US Equity ETF made up 0.89% of Trailhead Planners's portfolio in Q2 2026, its #26 holding.
  • Trailhead Planners first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Avantis US Equity ETF position peaked at $1.77M in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.