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

Wealth Management Partners’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	$1.8M	Sell	14,068 -458	-3%	-$56.4K	0.42%	51
2026 Q1	$1.62M	Buy	14,526 +2,145	+17%	+$246K	0.46%	49
2025 Q4	$1.38M	Sell	12,381 -1,941	-14%	-$214K	0.4%	54
2025 Q3	$1.56M	Buy	14,322 +62	+0.4%	+$6.51K	0.49%	43
2025 Q2	$1.45M	Buy	14,260 +1,996	+16%	+$187K	0.51%	44
2025 Q1	$1.13M	Sell	12,264 -3,204	-21%	-$312K	0.52%	42
2024 Q4	$1.5M	Buy	15,468 +166	+1%	+$16.3K	0.65%	34
2024 Q3	$1.46M	Buy	15,302 +260	+2%	+$23.9K	0.68%	32
2024 Q2	$1.36M	Sell	15,042 -32	-0.2%	-$2.83K	0.66%	34
2024 Q1	$1.35M	Buy	15,074 +1,139	+8%	+$96.2K	0.69%	33
2023 Q4	$1.14M	Sell	13,935 -595	-4%	-$45K	0.63%	35
2023 Q3	$1.06M	Buy	14,530 +1,219	+9%	+$92.6K	0.66%	32
2023 Q2	$1M	Buy	13,311 +200	+2%	+$14.3K	0.63%	34
2023 Q1	$929K	Buy	13,111 +111	+0.9%	+$7.86K	0.65%	35
2022 Q4	$892K	Sell	13,000 -2,000	-13%	-$137K	0.74%	33
2022 Q3	$934K	Hold	15,000	–	–	0.82%	29
2022 Q2	$989K	Buy	+15,000	New	+$1.06M	0.86%	29

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 $906M AUM 26.92% 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 22.96% 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

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

Wealth Management Partners reduced its Avantis US Equity ETF (AVUS) stake by 3.2% in Q2 2026, selling an estimated $56.4K and leaving 14,068 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #51.

Wealth Management Partners first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Wealth Management Partners held 14,068 shares of Avantis US Equity ETF worth $1.8M as of Q2 2026.
Wealth Management Partners sold 458 Avantis US Equity ETF shares in Q2 2026, an estimated $56.4K.
Avantis US Equity ETF made up 0.42% of Wealth Management Partners's portfolio in Q2 2026, its #51 holding.
Wealth Management Partners first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.