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Wealthstream Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Wealthstream Advisors’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 		$533K Hold
4,906
– – 0.08% 83
2025
Q2 		$495K Buy
+4,906
New +$459K 0.08% 84

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wealthstream Advisors's AVUS Position: Q3 2025 in Review

Wealthstream Advisors held its Avantis US Equity ETF (AVUS) position steady in Q3 2025 at 4,906 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #83.

Wealthstream Advisors first reported a position in AVUS in Q2 2025 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Wealthstream Advisors held 4,906 shares of Avantis US Equity ETF worth $533K as of Q3 2025.
  • Wealthstream Advisors left its Avantis US Equity ETF share count unchanged in Q3 2025.
  • Avantis US Equity ETF made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #83 holding.
  • Wealthstream Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.