Cherry Tree Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Cherry Tree 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 Q1	$9.01K	Hold	81	–	–	﹤0.01%	436
2025 Q4	$9.05K	Hold	81	–	–	﹤0.01%	433
2025 Q3	$8.8K	Hold	81	–	–	﹤0.01%	418
2025 Q2	$8.17K	Hold	81	–	–	﹤0.01%	434
2025 Q1	$7.48K	Hold	81	–	–	﹤0.01%	474
2024 Q4	$7.85K	Hold	81	–	–	﹤0.01%	441
2024 Q3	$7.71K	Hold	81	–	–	﹤0.01%	447
2024 Q2	$7.31K	Hold	81	–	–	﹤0.01%	430
2024 Q1	$7.25K	Hold	81	–	–	﹤0.01%	409
2023 Q4	$6.61K	Hold	81	–	–	﹤0.01%	407
2023 Q3	$5.93K	Hold	81	–	–	﹤0.01%	387
2023 Q2	$6.09K	Buy	+81	New	+$5.8K	﹤0.01%	384

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 $1.05B AUM

Cherry Tree Wealth Management's AVUS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 81 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Cherry Tree Wealth Management first reported a position in AVUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.05K in Q4 2025. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Cherry Tree Wealth Management held 81 shares of Avantis US Equity ETF worth $9.01K as of Q1 2026.
Cherry Tree Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #436 holding.
Cherry Tree Wealth Management first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Avantis US Equity ETF position peaked at $9.05K in Q4 2025.
556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.