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WealthPlan Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

WealthPlan Investment Management’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
2025
Q3 		– Sell
-8,597
Closed -$867K – 338
2025
Q2 		$867K Buy
+8,597
New +$805K 0.06% 186

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 $907M AUM 17.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

WealthPlan Investment Management's AVUS Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Avantis US Equity ETF (AVUS) in Q3 2025, closing a stake of 8,597 shares — an estimated $867K sold.

WealthPlan Investment Management first reported a position in AVUS in Q2 2025 and held it in 1 quarter. The position peaked at $867K in Q2 2025. 483 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Avantis US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 8,597 Avantis US Equity ETF shares in Q3 2025, an estimated $867K.
  • WealthPlan Investment Management first reported a position in Avantis US Equity ETF in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Avantis US Equity ETF position peaked at $867K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.