Capital Investment Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Capital Investment Advisory Services’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 Q1	$1.57M	Sell	14,142 -1,292	-8%	-$148K	0.11%	180
2025 Q4	$1.73M	Sell	15,434 -2,698	-15%	-$297K	0.12%	171
2025 Q3	$1.97M	Buy	18,132 +1,903	+12%	+$200K	0.16%	154
2025 Q2	$1.64M	Buy	16,229 +6,509	+67%	+$609K	0.13%	163
2025 Q1	$898K	Buy	9,720 +809	+9%	+$78.8K	0.08%	230
2024 Q4	$864K	Sell	8,911 -322	-3%	-$31.6K	0.08%	209
2024 Q3	$879K	Sell	9,233 -1,762	-16%	-$162K	0.08%	215
2024 Q2	$992K	Sell	10,995 -4,716	-30%	-$417K	0.1%	194
2024 Q1	$1.41M	Sell	15,711 -17,389	-53%	-$1.47M	0.15%	152
2023 Q4	$2.7M	Sell	33,100 -11,138	-25%	-$843K	0.25%	69
2023 Q3	$3.24M	Sell	44,238 -1,668	-4%	-$127K	0.32%	58
2023 Q2	$3.45M	Sell	45,906 -2,166	-5%	-$155K	0.34%	53
2023 Q1	$3.41M	Buy	+48,072	New	+$3.4M	0.4%	51

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Capital Investment Advisory Services's AVUS Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its Avantis US Equity ETF (AVUS) stake by 8.4% in Q1 2026, selling an estimated $148K and leaving 14,142 shares worth $1.57M. The position accounts for 0.11% of the portfolio, ranked #180.

Capital Investment Advisory Services first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q2 2023. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Capital Investment Advisory Services held 14,142 shares of Avantis US Equity ETF worth $1.57M as of Q1 2026.
Capital Investment Advisory Services sold 1,292 Avantis US Equity ETF shares in Q1 2026, an estimated $148K.
Avantis US Equity ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q1 2026, its #180 holding.
Capital Investment Advisory Services first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Capital Investment Advisory Services's Avantis US Equity ETF position peaked at $3.45M in Q2 2023.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.