CIAS
DUSA icon

Capital Investment Advisory Services’s Davis Select US Equity ETF DUSA Stock Holding History

Capital Investment Advisory Services’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
9,386
+4,075
+77% +$224K 0.03% 428
2026
Q1 		$269K Buy
5,311
+5,073
+2,132% +$263K 0.02% 545
2025
Q4 		$12.2K Buy
+238
New +$11.7K ﹤0.01% 1001

Other funds holding DUSA

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Capital Investment Advisory Services increased its Davis Select US Equity ETF (DUSA) stake by 77% in Q2 2026, buying an estimated $224K and bringing the position to 9,386 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #428.

Capital Investment Advisory Services first reported a position in DUSA in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

  • Capital Investment Advisory Services held 9,386 shares of Davis Select US Equity ETF worth $527K as of Q2 2026.
  • Capital Investment Advisory Services bought 4,075 Davis Select US Equity ETF shares in Q2 2026, an estimated $224K.
  • Davis Select US Equity ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #428 holding.
  • Capital Investment Advisory Services first reported a position in Davis Select US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

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