Tranquility Partners’s Avantis US Equity ETF AVUS Stock Holding History

Tranquility Partners’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	$523K	Buy	4,704 +89	+2%	+$10.2K	0.2%	123
2025 Q4	$516K	Sell	4,615 -661	-13%	-$72.8K	0.19%	126
2025 Q3	$574K	Sell	5,276 -58	-1%	-$6.09K	0.19%	120
2025 Q2	$538K	Buy	5,334 +398	+8%	+$37.3K	0.19%	123
2025 Q1	$456K	Buy	4,936 +11	+0.2%	+$1.07K	0.18%	134
2024 Q4	$477K	Buy	4,925 +221	+5%	+$21.7K	0.18%	127
2024 Q3	$448K	Buy	4,704 +436	+10%	+$40K	0.16%	139
2024 Q2	$385K	Buy	4,268 +161	+4%	+$14.2K	0.15%	151
2024 Q1	$368K	Buy	4,107 +181	+5%	+$15.3K	0.14%	151
2023 Q4	$320K	Buy	3,926 +876	+29%	+$66.3K	0.13%	153
2023 Q3	$223K	Buy	+3,050	New	+$232K	0.1%	196

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Tranquility Partners's AVUS Position: Q1 2026 in Review

Tranquility Partners increased its Avantis US Equity ETF (AVUS) stake by 1.9% in Q1 2026, buying an estimated $10.2K and bringing the position to 4,704 shares worth $523K. The position accounts for 0.2% of the portfolio, ranked #123.

Tranquility Partners first reported a position in AVUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $574K in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Tranquility Partners held 4,704 shares of Avantis US Equity ETF worth $523K as of Q1 2026.
Tranquility Partners bought 89 Avantis US Equity ETF shares in Q1 2026, an estimated $10.2K.
Avantis US Equity ETF made up 0.2% of Tranquility Partners's portfolio in Q1 2026, its #123 holding.
Tranquility Partners first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 11 quarters since.
Tranquility Partners's Avantis US Equity ETF position peaked at $574K in Q3 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.