Certified Advisory Corp’s Avantis US Equity ETF AVUS Stock Holding History

Certified Advisory Corp’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	$2.7M	Buy	21,067 +44	+0.2%	+$5.42K	0.22%	104
2026 Q1	$2.34M	Buy	21,023 +1,354	+7%	+$155K	0.21%	109
2025 Q4	$2.2M	Sell	19,669 -2,036	-9%	-$224K	0.2%	114
2025 Q3	$2.36M	Sell	21,705 -24,446	-53%	-$2.57M	0.22%	106
2025 Q2	$4.65M	Buy	46,151 +19,391	+72%	+$1.82M	0.48%	61
2025 Q1	$2.47M	Sell	26,760 -1,255	-4%	-$122K	0.28%	94
2024 Q4	$2.72M	Buy	28,015 +185	+0.7%	+$18.2K	0.29%	91
2024 Q3	$2.65M	Sell	27,830 -1,844	-6%	-$169K	0.29%	90
2024 Q2	$2.68M	Buy	29,674 +834	+3%	+$73.7K	0.34%	87
2024 Q1	$2.58M	Buy	28,840 +4,713	+20%	+$398K	0.36%	81
2023 Q4	$1.97M	Buy	24,127 +9,136	+61%	+$691K	0.3%	93
2023 Q3	$1.1M	Buy	14,991 +6,732	+82%	+$511K	0.2%	106
2023 Q2	$621K	Buy	+8,259	New	+$591K	0.11%	141

Other funds holding AVUS

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Certified Advisory Corp's AVUS Position: Q2 2026 in Review

Certified Advisory Corp increased its Avantis US Equity ETF (AVUS) stake by 0.21% in Q2 2026, buying an estimated $5.42K and bringing the position to 21,067 shares worth $2.7M. The position accounts for 0.22% of the portfolio, ranked #104.

Certified Advisory Corp first reported a position in AVUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.65M in Q2 2025. 216 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Certified Advisory Corp held 21,067 shares of Avantis US Equity ETF worth $2.7M as of Q2 2026.
Certified Advisory Corp bought 44 Avantis US Equity ETF shares in Q2 2026, an estimated $5.42K.
Avantis US Equity ETF made up 0.22% of Certified Advisory Corp's portfolio in Q2 2026, its #104 holding.
Certified Advisory Corp first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 13 quarters since.
Certified Advisory Corp's Avantis US Equity ETF position peaked at $4.65M in Q2 2025.
216 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.