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WMG Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

WMG Financial 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
2026
Q2 		$64.9M Buy
506,461
+4,952
+1% +$610K 24.44% 1
2026
Q1 		$55.8M Sell
501,509
-485
-0.1% -$55.5K 23.26% 1
2025
Q4 		$56.1M Sell
501,994
-1,672
-0.3% -$184K 23.12% 1
2025
Q3 		$54.7M Sell
503,666
-4,712
-0.9% -$494K 18.26% 1
2025
Q2 		$51.3M Buy
508,378
+19,413
+4% +$1.82M 18.97% 1
2025
Q1 		$45.2M Buy
488,965
+24,949
+5% +$2.43M 19.21% 1
2024
Q4 		$45M Buy
464,016
+19,525
+4% +$1.92M 19.36% 1
2024
Q3 		$42.3M Buy
444,491
+25,619
+6% +$2.35M 19.11% 1
2024
Q2 		$37.8M Buy
418,872
+31,860
+8% +$2.82M 19.99% 1
2024
Q1 		$34.6M Buy
387,012
+20,596
+6% +$1.74M 19.82% 1
2023
Q4 		$29.9M Buy
366,416
+37,764
+11% +$2.86M 19.49% 1
2023
Q3 		$24.1M Buy
328,652
+11,225
+4% +$853K 20.45% 1
2023
Q2 		$23.9M Buy
317,427
+98,276
+45% +$7.03M 17.57% 1
2023
Q1 		$19.6M Buy
219,151
+22,980
+12% +$1.63M 16.25% 1
2022
Q4 		$13.3M Buy
196,171
+12,864
+7% +$879K 11.35% 1
2022
Q3 		$11.4M Buy
183,307
+27,535
+18% +$1.89M 10.29% 1
2022
Q2 		$10.1M Buy
155,772
+41,502
+36% +$2.94M 8.78% 1
2022
Q1 		$8.81M Buy
114,270
+44,223
+63% +$3.37M 6.47% 1
2021
Q4 		$5.61M Buy
+70,047
New +$5.48M 4.37% 2

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

WMG Financial Advisors's AVUS Position: Q2 2026 in Review

WMG Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.99% in Q2 2026, buying an estimated $610K and bringing the position to 506,461 shares worth $64.9M. The position accounts for 24.44% of the portfolio, ranked #1.

WMG Financial Advisors first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • WMG Financial Advisors held 506,461 shares of Avantis US Equity ETF worth $64.9M as of Q2 2026.
  • WMG Financial Advisors bought 4,952 Avantis US Equity ETF shares in Q2 2026, an estimated $610K.
  • Avantis US Equity ETF made up 24.44% of WMG Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • WMG Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.