Abel Hall LLC’s Avantis US Equity ETF AVUS Stock Holding History

Abel Hall LLC’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	$2.23M	Buy	17,405 +4,229	+32%	+$521K	0.39%	35
2026 Q1	$1.46M	Buy	13,176 +13	+0.1%	+$1.49K	0.31%	41
2025 Q4	$1.47M	Sell	13,163 -24	-0.2%	-$2.64K	0.34%	38
2025 Q3	$1.43M	Sell	13,187 -271	-2%	-$28.4K	0.58%	27
2025 Q2	$1.36M	Buy	13,458 +11,174	+489%	+$1.05M	0.63%	26
2025 Q1	$211K	Buy	+2,284	New	+$223K	0.13%	158

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 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

Abel Hall LLC's AVUS Position: Q2 2026 in Review

Abel Hall LLC increased its Avantis US Equity ETF (AVUS) stake by 32% in Q2 2026, buying an estimated $521K and bringing the position to 17,405 shares worth $2.23M. The position accounts for 0.39% of the portfolio, ranked #35.

Abel Hall LLC first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Abel Hall LLC held 17,405 shares of Avantis US Equity ETF worth $2.23M as of Q2 2026.
Abel Hall LLC bought 4,229 Avantis US Equity ETF shares in Q2 2026, an estimated $521K.
Avantis US Equity ETF made up 0.39% of Abel Hall LLC's portfolio in Q2 2026, its #35 holding.
Abel Hall LLC first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.