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Traphagen Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Traphagen Investment 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 		$130M Sell
1,015,751
-37,993
-4% -$4.68M 9.29% 2
2026
Q1 		$117M Sell
1,053,744
-199,706
-16% -$22.9M 9.49% 2
2025
Q4 		$140M Buy
1,253,450
+20,025
+2% +$2.21M 11.53% 2
2025
Q3 		$134M Buy
1,233,425
+18,287
+2% +$1.92M 11.54% 2
2025
Q2 		$123M Buy
1,215,138
+34,596
+3% +$3.24M 11.6% 2
2025
Q1 		$109M Buy
1,180,542
+11,186
+1% +$1.09M 11.38% 2
2024
Q4 		$113M Buy
1,169,356
+12,358
+1% +$1.21M 11.53% 2
2024
Q3 		$110M Buy
1,156,998
+13,442
+1% +$1.23M 11.11% 2
2024
Q2 		$103M Buy
1,143,556
+11,174
+1% +$987K 11.2% 2
2024
Q1 		$101M Buy
1,132,382
+16,150
+1% +$1.36M 10.81% 2
2023
Q4 		$91M Buy
1,116,232
+20,632
+2% +$1.56M 10.68% 2
2023
Q3 		$80.3M Buy
+1,095,600
New +$83.2M 10.17% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traphagen Investment Advisors's AVUS Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Avantis US Equity ETF (AVUS) stake by 3.6% in Q2 2026, selling an estimated $4.68M and leaving 1,015,751 shares worth $130M. The position accounts for 9.29% of the portfolio, ranked #2.

Traphagen Investment Advisors first reported a position in AVUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $140M in Q4 2025. 398 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Traphagen Investment Advisors held 1,015,751 shares of Avantis US Equity ETF worth $130M as of Q2 2026.
  • Traphagen Investment Advisors sold 37,993 Avantis US Equity ETF shares in Q2 2026, an estimated $4.68M.
  • Avantis US Equity ETF made up 9.29% of Traphagen Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Traphagen Investment Advisors first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Traphagen Investment Advisors's Avantis US Equity ETF position peaked at $140M in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.