Wealthcare Advisory Partners
AVUS icon

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
Q3 		$685K Buy
5,348
+61
+1% +$7.88K 0.01% 642
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Wealthcare Advisory Partners's AVUS Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Avantis US Equity ETF (AVUS) stake by 1.2% in Q3 2026, buying an estimated $7.88K and bringing the position to 5,348 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #642.

Wealthcare Advisory Partners first reported a position in AVUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q4 2024. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Wealthcare Advisory Partners held 5,348 shares of Avantis US Equity ETF worth $685K as of Q3 2026.
  • Wealthcare Advisory Partners bought 61 Avantis US Equity ETF shares in Q3 2026, an estimated $7.88K.
  • Avantis US Equity ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #642 holding.
  • Wealthcare Advisory Partners first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Wealthcare Advisory Partners's Avantis US Equity ETF position peaked at $1.49M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.