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WESPAC Advisors SoCal’s Avantis US Equity ETF AVUS Stock Holding History

WESPAC Advisors SoCal’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 		$413K Buy
3,222
+288
+10% +$35.5K 0.07% 98
2026
Q1 		$326K Sell
2,934
-565
-16% -$64.7K 0.07% 99
2025
Q4 		$391K Sell
3,499
-100
-3% -$11K 0.08% 92
2025
Q3 		$391K Buy
3,599
+156
+5% +$16.4K 0.08% 90
2025
Q2 		$347K Sell
3,443
-671
-16% -$62.8K 0.08% 88
2025
Q1 		$380K Sell
4,114
-963
-19% -$93.8K 0.1% 86
2024
Q4 		$492K Sell
5,077
-1,543
-23% -$151K 0.11% 75
2024
Q3 		$630K Sell
6,620
-410
-6% -$37.7K 0.15% 69
2024
Q2 		$634K Sell
7,030
-775
-10% -$68.5K 0.16% 64
2024
Q1 		$699K Buy
7,805
+258
+3% +$21.8K 0.18% 63
2023
Q4 		$615K Buy
7,547
+636
+9% +$48.1K 0.18% 67
2023
Q3 		$506K Buy
6,911
+75
+1% +$5.7K 0.17% 63
2023
Q2 		$514K Sell
6,836
-16,348
-71% -$1.17M 0.18% 64
2023
Q1 		$1.64M Buy
23,184
+132
+0.6% +$9.34K 0.57% 45
2022
Q4 		$1.57M Buy
23,052
+407
+2% +$27.8K 0.58% 41
2022
Q3 		$1.56M Buy
22,645
+16,530
+270% +$1.14M 0.65% 36
2022
Q2 		$398K Buy
6,115
+1,628
+36% +$116K 0.15% 64
2022
Q1 		$346K Buy
+4,487
New +$342K 0.11% 77

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 $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

WESPAC Advisors SoCal's AVUS Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Avantis US Equity ETF (AVUS) stake by 9.8% in Q2 2026, buying an estimated $35.5K and bringing the position to 3,222 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #98.

WESPAC Advisors SoCal first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2023. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • WESPAC Advisors SoCal held 3,222 shares of Avantis US Equity ETF worth $413K as of Q2 2026.
  • WESPAC Advisors SoCal bought 288 Avantis US Equity ETF shares in Q2 2026, an estimated $35.5K.
  • Avantis US Equity ETF made up 0.07% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #98 holding.
  • WESPAC Advisors SoCal first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • WESPAC Advisors SoCal's Avantis US Equity ETF position peaked at $1.64M in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.