UWM
AVUS icon

USAdvisors Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

USAdvisors Wealth Management’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 		$1.41M Buy
11,017
+138
+1% +$17K 0.4% 59
2026
Q1 		$1.18M Buy
10,879
+22
+0.2% +$2.52K 0.39% 55
2025
Q4 		$1.21M Buy
10,857
+122
+1% +$13.4K 0.4% 58
2025
Q3 		$1.17M Buy
10,735
+34
+0.3% +$3.57K 0.4% 59
2025
Q2 		$1.08M Sell
10,701
-1
-0% -$94 0.4% 60
2025
Q1 		$988K Sell
10,702
-669
-6% -$65.2K 0.34% 61
2024
Q4 		$1.1M Sell
11,371
-119
-1% -$11.7K 0.36% 58
2024
Q3 		$1.09M Buy
11,490
+18
+0.2% +$1.65K 0.38% 61
2024
Q2 		$1.03M Sell
11,472
-56
-0.5% -$4.95K 0.36% 58
2024
Q1 		$1.03M Sell
11,528
-134
-1% -$11.3K 0.39% 60
2023
Q4 		$951K Buy
11,662
+107
+0.9% +$8.1K 0.39% 59
2023
Q3 		$846K Sell
11,555
-66
-0.6% -$5.01K 0.38% 65
2023
Q2 		$874K Sell
11,621
-200
-2% -$14.3K 0.41% 61
2023
Q1 		$838K Sell
11,821
-107
-0.9% -$7.57K 0.4% 63
2022
Q4 		$811K Sell
11,928
-1,068
-8% -$73K 0.39% 62
2022
Q3 		$810K Buy
12,996
+378
+3% +$26K 0.41% 60
2022
Q2 		$821K Buy
12,618
+368
+3% +$26.1K 0.41% 56
2022
Q1 		$944K Buy
12,250
+630
+5% +$48K 0.4% 60
2021
Q4 		$931K Buy
11,620
+2,362
+26% +$185K 0.38% 58
2021
Q3 		$682K Buy
9,258
+1,229
+15% +$92.5K 0.3% 68
2021
Q2 		$596K Buy
8,029
+1,875
+30% +$136K 0.32% 65
2021
Q1 		$427K Buy
+6,154
New +$412K 0.21% 78

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

USAdvisors Wealth Management's AVUS Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, buying an estimated $17K and bringing the position to 11,017 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #59.

USAdvisors Wealth Management first reported a position in AVUS in Q1 2021 and has held it in 22 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • USAdvisors Wealth Management held 11,017 shares of Avantis US Equity ETF worth $1.41M as of Q2 2026.
  • USAdvisors Wealth Management bought 138 Avantis US Equity ETF shares in Q2 2026, an estimated $17K.
  • Avantis US Equity ETF made up 0.4% of USAdvisors Wealth Management's portfolio in Q2 2026, its #59 holding.
  • USAdvisors Wealth Management first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.