Trustmark National Bank Trust Department’s Avantis US Equity ETF AVUS Stock Holding History

Trustmark National Bank Trust Department’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	$1.24M	Sell	9,656 -2,594	-21%	-$320K	0.07%	152
2026 Q1	$1.36M	Sell	12,250 -715	-6%	-$81.9K	0.09%	144
2025 Q4	$1.45M	Sell	12,965 -500	-4%	-$55.1K	0.09%	142
2025 Q3	$1.46M	Sell	13,465 -958	-7%	-$101K	0.1%	136
2025 Q2	$1.45M	Hold	14,423	–	–	0.1%	130
2025 Q1	$1.33M	Hold	14,423	–	–	0.1%	133
2024 Q4	$1.4M	Hold	14,423	–	–	0.1%	126
2024 Q3	$1.37M	Hold	14,423	–	–	0.1%	134
2024 Q2	$1.3M	Hold	14,423	–	–	0.1%	139
2024 Q1	$1.29M	Sell	14,423 -500	-3%	-$42.2K	0.11%	143
2023 Q4	$1.22M	Buy	+14,923	New	+$1.13M	0.11%	132

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Trustmark National Bank Trust Department's AVUS Position: Q2 2026 in Review

Trustmark National Bank Trust Department reduced its Avantis US Equity ETF (AVUS) stake by 21% in Q2 2026, selling an estimated $320K and leaving 9,656 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #152.

Trustmark National Bank Trust Department first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2025. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Trustmark National Bank Trust Department held 9,656 shares of Avantis US Equity ETF worth $1.24M as of Q2 2026.
Trustmark National Bank Trust Department sold 2,594 Avantis US Equity ETF shares in Q2 2026, an estimated $320K.
Avantis US Equity ETF made up 0.07% of Trustmark National Bank Trust Department's portfolio in Q2 2026, its #152 holding.
Trustmark National Bank Trust Department first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Trustmark National Bank Trust Department's Avantis US Equity ETF position peaked at $1.46M in Q3 2025.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2026, filed 12 Aug 2026.