AVUS — Avantis US Equity ETF

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Avantis US Equity ETF (AVUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,976 -2,100 -19.0% 0.01% $976K $108.15
2025 Q2 REDUCED 11,076 -58 -0.5% 0.01% $1.1M $100.06
2025 Q1 ADDED 11,134 +2,915 +35.5% 0.01% $1.0M $91.39
2024 Q4 INITIATED 8,219 — — 0.01% $797K $95.59
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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