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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
Q2 		$1.78M Sell
13,883
-259
-2% -$31.9K 0.11% 197
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Capital Investment Advisory Services's AVUS Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Avantis US Equity ETF (AVUS) stake by 1.8% in Q2 2026, selling an estimated $31.9K and leaving 13,883 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #197.

Capital Investment Advisory Services first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.45M in Q2 2023. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Capital Investment Advisory Services held 13,883 shares of Avantis US Equity ETF worth $1.78M as of Q2 2026.
  • Capital Investment Advisory Services sold 259 Avantis US Equity ETF shares in Q2 2026, an estimated $31.9K.
  • Avantis US Equity ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #197 holding.
  • Capital Investment Advisory Services first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Capital Investment Advisory Services's Avantis US Equity ETF position peaked at $3.45M in Q2 2023.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.