Wealth Enhancement Advisory Services
AVUS icon

Wealth Enhancement Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Wealth Enhancement Advisory Services’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 		$60M Buy
471,368
+16,212
+4% +$2M 0.1% 183
2026
Q1 		$51M Sell
455,156
-146,810
-24% -$16.8M 0.1% 184
2025
Q4 		$69M Sell
601,966
-6,478
-1% -$713K 0.09% 207
2025
Q3 		$66.3M Buy
608,444
+7,134
+1% +$749K 0.1% 193
2025
Q2 		$61.7M Buy
601,310
+17,245
+3% +$1.61M 0.1% 195
2025
Q1 		$54M Sell
584,065
-64,946
-10% -$6.33M 0.1% 195
2024
Q4 		$62.9M Buy
649,011
+16,529
+3% +$1.62M 0.12% 164
2024
Q3 		$60.2M Sell
632,482
-83,000
-12% -$7.62M 0.13% 160
2024
Q2 		$64.5M Sell
715,482
-44,029
-6% -$3.89M 0.15% 140
2024
Q1 		$68M Buy
759,511
+16,242
+2% +$1.37M 0.18% 122
2023
Q4 		$60.6M Sell
743,269
-8,658
-1% -$655K 0.18% 127
2023
Q3 		$55.1M Buy
751,927
+613,601
+444% +$46.6M 0.18% 122
2023
Q2 		$10.4M Buy
138,326
+109,715
+383% +$7.85M 0.11% 91
2023
Q1 		$2.03M Buy
28,611
+5,073
+22% +$359K 0.02% 221
2022
Q4 		$1.68M Buy
23,538
+7,689
+49% +$525K 0.02% 185
2022
Q3 		$1.02M Buy
15,849
+10,534
+198% +$723K 0.01% 233
2022
Q2 		$355K Buy
+5,315
New +$377K 0.01% 298

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

Wealth Enhancement Advisory Services's AVUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis US Equity ETF (AVUS) stake by 3.6% in Q2 2026, buying an estimated $2M and bringing the position to 471,368 shares worth $60M. The position accounts for 0.1% of the portfolio, ranked #183.

Wealth Enhancement Advisory Services first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $69M in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 471,368 shares of Avantis US Equity ETF worth $60M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,212 Avantis US Equity ETF shares in Q2 2026, an estimated $2M.
  • Avantis US Equity ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #183 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Avantis US Equity ETF position peaked at $69M in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.