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

Wealth Management Nebraska’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	$841K	Sell	7,566 -207	-3%	-$23.7K	0.09%	44
2025 Q4	$869K	Hold	7,773	–	–	0.1%	43
2025 Q3	$845K	Sell	7,773 -471	-6%	-$49.4K	0.1%	42
2025 Q2	$828K	Buy	8,244 +13	+0.2%	+$1.22K	0.11%	41
2025 Q1	$760K	Buy	+8,231	New	+$802K	0.12%	37

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

Wealth Management Nebraska's AVUS Position: Q1 2026 in Review

Wealth Management Nebraska reduced its Avantis US Equity ETF (AVUS) stake by 2.7% in Q1 2026, selling an estimated $23.7K and leaving 7,566 shares worth $841K. The position accounts for 0.09% of the portfolio, ranked #44.

Wealth Management Nebraska first reported a position in AVUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $869K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Wealth Management Nebraska held 7,566 shares of Avantis US Equity ETF worth $841K as of Q1 2026.
Wealth Management Nebraska sold 207 Avantis US Equity ETF shares in Q1 2026, an estimated $23.7K.
Avantis US Equity ETF made up 0.09% of Wealth Management Nebraska's portfolio in Q1 2026, its #44 holding.
Wealth Management Nebraska first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Management Nebraska's Avantis US Equity ETF position peaked at $869K in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Wealth Management Nebraska's 13F filing for Q1 2026, filed 15 May 2026.