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 Q2	$3.56M	Sell	27,748 -882	-3%	-$109K	0.02%	456
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 $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 $907M AUM 17.94% 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

United Capital Financial Advisors's AVUS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Avantis US Equity ETF (AVUS) stake by 3.1% in Q2 2026, selling an estimated $109K and leaving 27,748 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #456.

United Capital Financial Advisors first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

United Capital Financial Advisors held 27,748 shares of Avantis US Equity ETF worth $3.56M as of Q2 2026.
United Capital Financial Advisors sold 882 Avantis US Equity ETF shares in Q2 2026, an estimated $109K.
Avantis US Equity ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #456 holding.
United Capital Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.