CPA
AVUS icon

Capital Performance Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Capital Performance Advisors’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 		$3.02M Sell
23,542
-25
-0.1% -$3.08K 0.19% 56
2026
Q1 		$2.62M Buy
23,567
+285
+1% +$32.6K 0.18% 60
2025
Q4 		$2.6M Sell
23,282
-303
-1% -$33.4K 0.18% 60
2025
Q3 		$2.56M Buy
23,585
+38
+0.2% +$3.99K 0.42% 37
2025
Q2 		$2.37M Sell
23,547
-626
-3% -$58.6K 0.47% 35
2025
Q1 		$2.23M Buy
24,173
+3,749
+18% +$365K 0.49% 34
2024
Q4 		$1.98M Sell
20,424
-99
-0.5% -$9.72K 0.63% 26
2024
Q3 		$1.95M Sell
20,523
-273
-1% -$25.1K 0.59% 25
2024
Q2 		$1.88M Buy
20,796
+234
+1% +$20.7K 0.71% 22
2024
Q1 		$1.84M Buy
20,562
+85
+0.4% +$7.18K 0.7% 25
2023
Q4 		$1.67M Buy
20,477
+147
+0.7% +$11.1K 0.72% 18
2023
Q3 		$1.49M Buy
20,330
+1,025
+5% +$77.9K 0.76% 18
2023
Q2 		$1.45M Buy
19,305
+794
+4% +$56.8K 0.72% 18
2023
Q1 		$1.31M Buy
18,511
+370
+2% +$26.2K 0.71% 17
2022
Q4 		$1.23M Buy
18,141
+768
+4% +$52.5K 0.71% 18
2022
Q3 		$1.08M Sell
17,373
-3,711
-18% -$255K 0.7% 19
2022
Q2 		$1.37M Buy
21,084
+10,668
+102% +$757K 0.84% 15
2022
Q1 		$803K Buy
10,416
+184
+2% +$14K 0.46% 20
2021
Q4 		$751K Buy
+10,232
New +$801K 0.45% 21

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 $906M AUM 26.92% 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 22.96% 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 Performance Advisors's AVUS Position: Q2 2026 in Review

Capital Performance Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.11% in Q2 2026, selling an estimated $3.08K and leaving 23,542 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #56.

Capital Performance Advisors first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Capital Performance Advisors held 23,542 shares of Avantis US Equity ETF worth $3.02M as of Q2 2026.
  • Capital Performance Advisors sold 25 Avantis US Equity ETF shares in Q2 2026, an estimated $3.08K.
  • Avantis US Equity ETF made up 0.19% of Capital Performance Advisors's portfolio in Q2 2026, its #56 holding.
  • Capital Performance Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.