XY Planning Network’s Avantis US Equity ETF AVUS Stock Holding History

XY Planning Network’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	$5.3M	Buy	41,375 +18,068	+78%	+$2.23M	0.66%	36
2026 Q1	$2.61M	Buy	23,307 +3,873	+20%	+$443K	0.42%	55
2025 Q4	$2.17M	Sell	19,434 -864	-4%	-$95.2K	0.38%	65
2025 Q3	$2.05M	Hold	20,298	–	–	0.7%	41
2025 Q2	$2.05M	Buy	20,298 +5,996	+42%	+$561K	0.7%	41
2025 Q1	$1.32M	Sell	14,302 -365	-2%	-$35.6K	0.88%	33
2024 Q4	$1.42M	Buy	+14,667	New	+$1.44M	1.07%	33

Other funds holding AVUS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

XY Planning Network's AVUS Position: Q2 2026 in Review

XY Planning Network increased its Avantis US Equity ETF (AVUS) stake by 78% in Q2 2026, buying an estimated $2.23M and bringing the position to 41,375 shares worth $5.3M. The position accounts for 0.66% of the portfolio, ranked #36.

XY Planning Network first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

XY Planning Network held 41,375 shares of Avantis US Equity ETF worth $5.3M as of Q2 2026.
XY Planning Network bought 18,068 Avantis US Equity ETF shares in Q2 2026, an estimated $2.23M.
Avantis US Equity ETF made up 0.66% of XY Planning Network's portfolio in Q2 2026, its #36 holding.
XY Planning Network first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.