WESPAC Advisors SoCal
AVUS icon

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
Q3 		$383K Sell
2,992
-230
-7% -$29.7K 0.07% 98
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

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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

WESPAC Advisors SoCal's AVUS Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its Avantis US Equity ETF (AVUS) stake by 7.1% in Q3 2026, selling an estimated $29.7K and leaving 2,992 shares worth $383K. 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 19 quarters since. The position peaked at $1.64M in Q1 2023. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • WESPAC Advisors SoCal held 2,992 shares of Avantis US Equity ETF worth $383K as of Q3 2026.
  • WESPAC Advisors SoCal sold 230 Avantis US Equity ETF shares in Q3 2026, an estimated $29.7K.
  • Avantis US Equity ETF made up 0.07% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #98 holding.
  • WESPAC Advisors SoCal first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • WESPAC Advisors SoCal's Avantis US Equity ETF position peaked at $1.64M in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.