Clark Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Clark Asset 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	$306K	Sell	2,389 -527	-18%	-$64.9K	0.02%	206
2026 Q1	$324K	Sell	2,916 -708	-20%	-$81.1K	0.03%	173
2025 Q4	$405K	Buy	3,624 +1,266	+54%	+$139K	0.04%	139
2025 Q3	$256K	Buy	2,358 +74	+3%	+$7.76K	0.03%	179
2025 Q2	$230K	Buy	2,284 +11	+0.5%	+$1.03K	0.03%	173
2025 Q1	$210K	Buy	+2,273	New	+$221K	0.04%	147

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

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

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

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

Clark Asset Management's AVUS Position: Q2 2026 in Review

Clark Asset Management reduced its Avantis US Equity ETF (AVUS) stake by 18% in Q2 2026, selling an estimated $64.9K and leaving 2,389 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #206.

Clark Asset Management first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Clark Asset Management held 2,389 shares of Avantis US Equity ETF worth $306K as of Q2 2026.
Clark Asset Management sold 527 Avantis US Equity ETF shares in Q2 2026, an estimated $64.9K.
Avantis US Equity ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #206 holding.
Clark Asset Management first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Clark Asset Management's Avantis US Equity ETF position peaked at $405K in Q4 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.