United Capital Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

United Capital Financial Advisors’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	$3.18M	Buy	28,630 +16,693	+140%	+$1.91M	0.02%	459
2025 Q4	$1.33M	Buy	11,937 +70	+0.6%	+$7.71K	0.01%	645
2025 Q3	$1.29M	Hold	11,867	–	–	0.01%	573
2025 Q2	$1.2M	Sell	11,867 -90	-0.8%	-$8.43K	0.01%	545
2025 Q1	$1.1M	Sell	11,957 -2,070	-15%	-$202K	0.01%	544
2024 Q4	$1.36M	Sell	14,027 -279	-2%	-$27.4K	0.01%	495
2024 Q3	$1.36M	Hold	14,306	–	–	0.01%	476
2024 Q2	$1.29M	Hold	14,306	–	–	0.01%	476
2024 Q1	$1.28M	Hold	14,306	–	–	0.01%	511
2023 Q4	$1.17M	Buy	14,306 +406	+3%	+$30.7K	0.01%	517
2023 Q3	$1.02M	Sell	13,900 -462	-3%	-$35.1K	0.01%	510
2023 Q2	$1.08M	Hold	14,362	–	–	0.01%	538
2023 Q1	$1.02M	Hold	14,362	–	–	0.01%	569
2022 Q4	$977K	Buy	+14,362	New	+$982K	0.01%	614

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

United Capital Financial Advisors's AVUS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 140% in Q1 2026, buying an estimated $1.91M and bringing the position to 28,630 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #459.

United Capital Financial Advisors first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

United Capital Financial Advisors held 28,630 shares of Avantis US Equity ETF worth $3.18M as of Q1 2026.
United Capital Financial Advisors bought 16,693 Avantis US Equity ETF shares in Q1 2026, an estimated $1.91M.
Avantis US Equity ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #459 holding.
United Capital Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.