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 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 $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Trustmark National Bank Trust Department's AVUS Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its Avantis US Equity ETF (AVUS) stake by 5.5% in Q1 2026, selling an estimated $81.9K and leaving 12,250 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #144.

Trustmark National Bank Trust Department first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q3 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Trustmark National Bank Trust Department held 12,250 shares of Avantis US Equity ETF worth $1.36M as of Q1 2026.
Trustmark National Bank Trust Department sold 715 Avantis US Equity ETF shares in Q1 2026, an estimated $81.9K.
Avantis US Equity ETF made up 0.09% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #144 holding.
Trustmark National Bank Trust Department first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Trustmark National Bank Trust Department's Avantis US Equity ETF position peaked at $1.46M in Q3 2025.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.