Carson Wealth (CWM LLC)’s Avantis US Equity ETF AVUS Stock Holding History

Carson Wealth (CWM LLC)’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	$3.31M	Sell	29,743 -245	-0.8%	-$28.1K	0.01%	988
2025 Q4	$3.35M	Sell	29,988 -1,042	-3%	-$115K	0.01%	941
2025 Q3	$3.37M	Buy	31,030 +953	+3%	+$100K	0.01%	874
2025 Q2	$3.03M	Sell	30,077 -549	-2%	-$51.4K	0.01%	776
2025 Q1	$2.83M	Buy	30,626 +364	+1%	+$35.5K	0.01%	714
2024 Q4	$2.93M	Sell	30,262 -6,654	-18%	-$653K	0.01%	641
2024 Q3	$3.51M	Buy	36,916 +3,489	+10%	+$320K	0.02%	531
2024 Q2	$3.02M	Sell	33,427 -27,718	-45%	-$2.45M	0.01%	535
2024 Q1	$5.47M	Sell	61,145 -6,725	-10%	-$568K	0.03%	404
2023 Q4	$5.54M	Buy	67,870 +45,789	+207%	+$3.47M	0.03%	380
2023 Q3	$1.62M	Buy	22,081 +20,882	+1,742%	+$1.59M	0.01%	597
2023 Q2	$90K	Buy	+1,199	New	+$85.8K	﹤0.01%	1620

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Carson Wealth (CWM LLC)'s AVUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Avantis US Equity ETF (AVUS) stake by 0.82% in Q1 2026, selling an estimated $28.1K and leaving 29,743 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #988.

Carson Wealth (CWM LLC) first reported a position in AVUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.54M in Q4 2023. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Carson Wealth (CWM LLC) held 29,743 shares of Avantis US Equity ETF worth $3.31M as of Q1 2026.
Carson Wealth (CWM LLC) sold 245 Avantis US Equity ETF shares in Q1 2026, an estimated $28.1K.
Avantis US Equity ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #988 holding.
Carson Wealth (CWM LLC) first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Avantis US Equity ETF position peaked at $5.54M in Q4 2023.
556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.