Waterfront Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Waterfront Wealth’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	$1.86M	Sell	14,463 -187	-1%	-$23K	0.29%	104
2026 Q1	$1.63M	Sell	14,650 -166	-1%	-$19K	0.3%	104
2025 Q4	$1.71M	Sell	14,816 -300	-2%	-$33K	0.32%	95
2025 Q3	$1.64M	Buy	15,116 +4	+0%	+$420	0.34%	87
2025 Q2	$1.52M	Buy	15,112 +105	+0.7%	+$9.83K	0.34%	82
2025 Q1	$1.39M	Buy	15,007 +495	+3%	+$48.2K	0.34%	90
2024 Q4	$1.41M	Hold	14,512	–	–	0.34%	87
2024 Q3	$1.4M	Buy	14,512 +41	+0.3%	+$3.77K	0.34%	80
2024 Q2	$1.31M	Buy	14,471 +150	+1%	+$13.3K	0.35%	86
2024 Q1	$1.23M	Buy	14,321 +155	+1%	+$13.1K	0.34%	89
2023 Q4	$1.16M	Hold	14,166	–	–	0.34%	84
2023 Q3	$1.01M	Hold	14,166	–	–	0.33%	92
2023 Q2	$1.1M	Sell	14,166 -950	-6%	-$68K	0.33%	88
2023 Q1	$1.07M	Hold	15,116	–	–	0.35%	81
2022 Q4	$1.1M	Sell	15,116 -150	-1%	-$10.3K	0.38%	75
2022 Q3	$1.04M	Sell	15,266 -1,350	-8%	-$92.7K	0.4%	74
2022 Q2	$1.08M	Hold	16,616	–	–	0.44%	63
2022 Q1	$1.26M	Hold	16,616	–	–	0.45%	62
2021 Q4	$1.33M	Buy	+16,616	New	+$1.3M	0.53%	53

Other funds holding AVUS

HWM

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

ORL

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Waterfront Wealth's AVUS Position: Q2 2026 in Review

Waterfront Wealth reduced its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, selling an estimated $23K and leaving 14,463 shares worth $1.86M. The position accounts for 0.29% of the portfolio, ranked #104.

Waterfront Wealth first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 285 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Waterfront Wealth held 14,463 shares of Avantis US Equity ETF worth $1.86M as of Q2 2026.
Waterfront Wealth sold 187 Avantis US Equity ETF shares in Q2 2026, an estimated $23K.
Avantis US Equity ETF made up 0.29% of Waterfront Wealth's portfolio in Q2 2026, its #104 holding.
Waterfront Wealth first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
285 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.