WANY
AVUS icon

Wealthspire Advisors (New York)’s Avantis US Equity ETF AVUS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-484
Closed -$52.6K – 1189
2025
Q3 		$52.6K Buy
+484
New +$50.8K ﹤0.01% 1231

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $202M AUM
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVUS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 484 shares — an estimated $52.6K sold.

Wealthspire Advisors (New York) first reported a position in AVUS in Q3 2025 and held it in 1 quarter. The position peaked at $52.6K in Q3 2025. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 484 Avantis US Equity ETF shares in Q4 2025, an estimated $52.6K.
  • Wealthspire Advisors (New York) first reported a position in Avantis US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantis US Equity ETF position peaked at $52.6K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.