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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
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% +$9.93K 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 $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 $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
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

Triune Financial Partners's AVUS Position: Q2 2026 in Review

Triune Financial Partners reduced its Avantis US Equity ETF (AVUS) stake by 1.9% in Q2 2026, selling an estimated $78.1K and leaving 31,971 shares worth $4.09M. 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 15 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Triune Financial Partners held 31,971 shares of Avantis US Equity ETF worth $4.09M as of Q2 2026.
  • Triune Financial Partners sold 634 Avantis US Equity ETF shares in Q2 2026, an estimated $78.1K.
  • Avantis US Equity ETF made up 0.86% of Triune Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Triune Financial Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.