Triune Financial Partners
AVUS icon

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
Q3 		$4.1M Buy
32,044
+73
+0.2% +$9.43K 0.84% 13
2026
Q2 		$4.09M Sell
31,971
-634
-2% -$78.1K 0.86% 13
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% +$9.9K 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% +$9.9K 1.08% 9
2023
Q2 		$2.67M Buy
35,566
+134
+0.4% +$9.6K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Triune Financial Partners's AVUS Position: Q3 2026 in Review

Triune Financial Partners increased its Avantis US Equity ETF (AVUS) stake by 0.23% in Q3 2026, buying an estimated $9.43K and bringing the position to 32,044 shares worth $4.1M. The position accounts for 0.84% of the portfolio, ranked #13.

Triune Financial Partners first reported a position in AVUS in Q4 2022 and has held it in 16 quarters since. 413 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Triune Financial Partners held 32,044 shares of Avantis US Equity ETF worth $4.1M as of Q3 2026.
  • Triune Financial Partners bought 73 Avantis US Equity ETF shares in Q3 2026, an estimated $9.43K.
  • Avantis US Equity ETF made up 0.84% of Triune Financial Partners's portfolio in Q3 2026, its #13 holding.
  • Triune Financial Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 413 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Triune Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.