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Wealthcare Advisory Partners’s Avantis US Equity ETF AVUS Stock Holding History

Wealthcare Advisory 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 		$677K Sell
5,287
-1,828
-26% -$225K 0.01% 623
2026
Q1 		$791K Sell
7,115
-3,025
-30% -$346K 0.02% 574
2025
Q4 		$1.13M Sell
10,140
-1,242
-11% -$137K 0.02% 481
2025
Q3 		$1.24M Buy
11,382
+189
+2% +$19.8K 0.03% 445
2025
Q2 		$1.13M Sell
11,193
-4,188
-27% -$392K 0.03% 451
2025
Q1 		$1.42M Buy
15,381
+34
+0.2% +$3.31K 0.04% 371
2024
Q4 		$1.49M Buy
15,347
+512
+3% +$50.3K 0.04% 334
2024
Q3 		$1.41M Sell
14,835
-165
-1% -$15.2K 0.04% 337
2024
Q2 		$1.35M Sell
15,000
-1,549
-9% -$137K 0.04% 314
2024
Q1 		$1.48M Buy
16,549
+156
+1% +$13.2K 0.05% 286
2023
Q4 		$1.34M Buy
16,393
+357
+2% +$27K 0.05% 260
2023
Q3 		$1.17M Buy
16,036
+11,108
+225% +$844K 0.05% 253
2023
Q2 		$371K Sell
4,928
-794
-14% -$56.8K 0.02% 517
2023
Q1 		$406K Buy
5,722
+129
+2% +$9.13K 0.02% 507
2022
Q4 		$380K Buy
+5,593
New +$382K 0.02% 478

Other funds holding AVUS

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
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealthcare Advisory Partners's AVUS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Avantis US Equity ETF (AVUS) stake by 26% in Q2 2026, selling an estimated $225K and leaving 5,287 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #623.

Wealthcare Advisory Partners first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2024. 152 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Wealthcare Advisory Partners held 5,287 shares of Avantis US Equity ETF worth $677K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,828 Avantis US Equity ETF shares in Q2 2026, an estimated $225K.
  • Avantis US Equity ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #623 holding.
  • Wealthcare Advisory Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthcare Advisory Partners's Avantis US Equity ETF position peaked at $1.49M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.