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Copper Harbor Investment Advisors, LLC’s Avantis US Equity ETF AVUS Stock Holding History

Copper Harbor Investment Advisors, 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 		$33.5M Buy
+261,754
New +$32.2M 7.1% 1

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
RW
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

Copper Harbor Investment Advisors, LLC's AVUS Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 261,754 shares worth $33.5M. The stake represents 7.1% of the portfolio and ranks #1 among its holdings.

208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 261,754 shares of Avantis US Equity ETF worth $33.5M as of Q2 2026.
  • Avantis US Equity ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Avantis US Equity ETF made up 7.1% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #1 holding.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.