XY Planning Network
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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
Q3 		$12.6M Buy
98,470
+57,095
+138% +$7.38M 1.36% 14
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

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

XY Planning Network's AVUS Position: Q3 2026 in Review

XY Planning Network increased its Avantis US Equity ETF (AVUS) stake by 138% in Q3 2026, buying an estimated $7.38M and bringing the position to 98,470 shares worth $12.6M. The position accounts for 1.36% of the portfolio, ranked #14.

XY Planning Network first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • XY Planning Network held 98,470 shares of Avantis US Equity ETF worth $12.6M as of Q3 2026.
  • XY Planning Network bought 57,095 Avantis US Equity ETF shares in Q3 2026, an estimated $7.38M.
  • Avantis US Equity ETF made up 1.36% of XY Planning Network's portfolio in Q3 2026, its #14 holding.
  • XY Planning Network first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.