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Cardiff Park Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Cardiff Park 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
Q1 		$21.7M Buy
195,220
+18,242
+10% +$2.09M 1.74% 11
2025
Q4 		$19.8M Sell
176,978
-1,828
-1% -$201K 1.62% 11
2025
Q3 		$19.4M Sell
178,806
-723
-0.4% -$75.9K 1.49% 13
2025
Q2 		$18.1M Sell
179,529
-9,942
-5% -$931K 1.56% 11
2025
Q1 		$17.5M Buy
189,471
+1,724
+0.9% +$168K 1.69% 12
2024
Q4 		$18.2M Buy
187,747
+209
+0.1% +$20.5K 1.73% 11
2024
Q3 		$17.8M Buy
187,538
+4,409
+2% +$405K 1.6% 12
2024
Q2 		$16.5M Buy
183,129
+1,479
+0.8% +$131K 1.58% 12
2024
Q1 		$16.3M Buy
181,650
+394
+0.2% +$33.3K 1.54% 13
2023
Q4 		$14.8M Buy
181,256
+2,690
+2% +$204K 1.64% 12
2023
Q3 		$13.1M Sell
178,566
-2,562
-1% -$195K 1.65% 12
2023
Q2 		$13.6M Buy
181,128
+431
+0.2% +$30.8K 1.67% 12
2023
Q1 		$12.8M Buy
180,697
+1,152
+0.6% +$81.5K 1.68% 12
2022
Q4 		$12.2M Buy
179,545
+52,379
+41% +$3.58M 1.7% 12
2022
Q3 		$7.93M Sell
127,166
-17,213
-12% -$1.18M 1.24% 14
2022
Q2 		$9.39M Buy
144,379
+37,736
+35% +$2.68M 1.42% 15
2022
Q1 		$8.22M Buy
106,643
+18,084
+20% +$1.38M 1.16% 17
2021
Q4 		$7.1M Buy
+88,559
New +$6.93M 0.93% 19

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Cardiff Park Advisors's AVUS Position: Q1 2026 in Review

Cardiff Park Advisors increased its Avantis US Equity ETF (AVUS) stake by 10% in Q1 2026, buying an estimated $2.09M and bringing the position to 195,220 shares worth $21.7M. The position accounts for 1.74% of the portfolio, ranked #11.

Cardiff Park Advisors first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Cardiff Park Advisors held 195,220 shares of Avantis US Equity ETF worth $21.7M as of Q1 2026.
  • Cardiff Park Advisors bought 18,242 Avantis US Equity ETF shares in Q1 2026, an estimated $2.09M.
  • Avantis US Equity ETF made up 1.74% of Cardiff Park Advisors's portfolio in Q1 2026, its #11 holding.
  • Cardiff Park Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.