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Cauble & Harre Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Cauble & Harre Wealth Management’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 		$567K Sell
4,430
-420
-9% -$51.7K 0.46% 45
2026
Q1 		$604K Buy
4,850
+2,585
+114% +$296K 0.48% 43
2025
Q4 		$253K Buy
+2,265
New +$249K 0.21% 63

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

Cauble & Harre Wealth Management's AVUS Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 8.7% in Q2 2026, selling an estimated $51.7K and leaving 4,430 shares worth $567K. The position accounts for 0.46% of the portfolio, ranked #45.

Cauble & Harre Wealth Management first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $604K in Q1 2026. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Cauble & Harre Wealth Management held 4,430 shares of Avantis US Equity ETF worth $567K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 420 Avantis US Equity ETF shares in Q2 2026, an estimated $51.7K.
  • Avantis US Equity ETF made up 0.46% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Cauble & Harre Wealth Management first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Avantis US Equity ETF position peaked at $604K in Q1 2026.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.