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Triune Financial Partners’s Avantis US Equity ETF AVUS Stock Holding History

Triune Financial 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 		$3.63M Buy
32,605
+71
+0.2% +$8.13K 0.86% 13
2025
Q4 		$3.76M Sell
32,534
-1,574
-5% -$173K 0.88% 13
2025
Q3 		$3.71M Buy
34,108
+88
+0.3% +$9.23K 0.93% 12
2025
Q2 		$3.43M Buy
34,020
+106
+0.3% +$9.93K 0.94% 12
2025
Q1 		$3.13M Buy
33,914
+106
+0.3% +$10.3K 0.99% 9
2024
Q4 		$3.28M Sell
33,808
-149
-0.4% -$14.6K 1.03% 9
2024
Q3 		$3.23M Sell
33,957
-403
-1% -$37K 1.01% 9
2024
Q2 		$3.1M Sell
34,360
-1,542
-4% -$136K 1.06% 9
2024
Q1 		$3.21M Buy
35,902
+105
+0.3% +$8.87K 1.12% 9
2023
Q4 		$2.92M Buy
35,797
+101
+0.3% +$7.64K 1.08% 9
2023
Q3 		$2.62M Buy
35,696
+130
+0.4% +$9.88K 1.08% 9
2023
Q2 		$2.67M Buy
35,566
+134
+0.4% +$9.59K 1.09% 9
2023
Q1 		$2.51M Sell
35,432
-2,264
-6% -$160K 1.11% 9
2022
Q4 		$2.56M Buy
+37,696
New +$2.58M 1.21% 9

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Triune Financial Partners's AVUS Position: Q1 2026 in Review

Triune Financial Partners increased its Avantis US Equity ETF (AVUS) stake by 0.22% in Q1 2026, buying an estimated $8.13K and bringing the position to 32,605 shares worth $3.63M. The position accounts for 0.86% of the portfolio, ranked #13.

Triune Financial Partners first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.76M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Triune Financial Partners held 32,605 shares of Avantis US Equity ETF worth $3.63M as of Q1 2026.
  • Triune Financial Partners bought 71 Avantis US Equity ETF shares in Q1 2026, an estimated $8.13K.
  • Avantis US Equity ETF made up 0.86% of Triune Financial Partners's portfolio in Q1 2026, its #13 holding.
  • Triune Financial Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Triune Financial Partners's Avantis US Equity ETF position peaked at $3.76M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.