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

Clear Harbor 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	$3.84M	Buy	29,996 +2,334	+8%	+$288K	0.24%	87
2026 Q1	$3.08M	Buy	27,662 +1,387	+5%	+$159K	0.21%	95
2025 Q4	$2.94M	Buy	26,275 +1,131	+4%	+$125K	0.2%	99
2025 Q3	$2.73M	Buy	25,144 +1,162	+5%	+$122K	0.19%	101
2025 Q2	$2.42M	Buy	23,982 +3,045	+15%	+$285K	0.18%	100
2025 Q1	$1.93M	Buy	20,937 +1,664	+9%	+$162K	0.15%	109
2024 Q4	$1.87M	Buy	19,273 +2,879	+18%	+$283K	0.15%	110
2024 Q3	$1.56M	Buy	16,394 +67	+0.4%	+$6.15K	0.13%	123
2024 Q2	$1.47M	Buy	16,327 +746	+5%	+$65.9K	0.13%	128
2024 Q1	$1.39M	Buy	15,581 +2,970	+24%	+$251K	0.12%	131
2023 Q4	$1.03M	Buy	12,611 +4,632	+58%	+$351K	0.09%	148
2023 Q3	$585K	Sell	7,979 -50	-0.6%	-$3.8K	0.06%	191
2023 Q2	$604K	Buy	8,029 +49	+0.6%	+$3.51K	0.06%	191
2023 Q1	$566K	Buy	7,980 +323	+4%	+$22.9K	0.06%	210
2022 Q4	$521K	Buy	7,657 +3,101	+68%	+$212K	0.07%	206
2022 Q3	$284K	Buy	+4,556	New	+$313K	0.04%	268

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

Clear Harbor Asset Management's AVUS Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Avantis US Equity ETF (AVUS) stake by 8.4% in Q2 2026, buying an estimated $288K and bringing the position to 29,996 shares worth $3.84M. The position accounts for 0.24% of the portfolio, ranked #87.

Clear Harbor Asset Management first reported a position in AVUS in Q3 2022 and has held it in 16 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Clear Harbor Asset Management held 29,996 shares of Avantis US Equity ETF worth $3.84M as of Q2 2026.
Clear Harbor Asset Management bought 2,334 Avantis US Equity ETF shares in Q2 2026, an estimated $288K.
Avantis US Equity ETF made up 0.24% of Clear Harbor Asset Management's portfolio in Q2 2026, its #87 holding.
Clear Harbor Asset Management first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 16 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.