Clune & Associates’s Avantis US Equity ETF AVUS Stock Holding History

Clune & Associates’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 Q3	$997K	Buy	7,787 +16	+0.2%	+$2.07K	0.15%	81
2026 Q2	$995K	Sell	7,771 -371	-5%	-$45.7K	0.15%	83
2026 Q1	$905K	Sell	8,142 -2,962	-27%	-$339K	0.17%	93
2025 Q4	$1.24M	Buy	11,104 +9,021	+433%	+$994K	0.27%	79
2025 Q3	$226K	Buy	2,083 +3	+0.1%	+$315	0.06%	147
2025 Q2	$210K	Buy	+2,080	New	+$195K	0.06%	148
2025 Q1	–	Sell	-2,131	Closed	-$207K	–	143
2024 Q4	$207K	Buy	+2,131	New	+$209K	0.07%	133

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clune & Associates's AVUS Position: Q3 2026 in Review

Clune & Associates increased its Avantis US Equity ETF (AVUS) stake by 0.21% in Q3 2026, buying an estimated $2.07K and bringing the position to 7,787 shares worth $997K. The position accounts for 0.15% of the portfolio, ranked #81.

Clune & Associates first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q4 2025. 161 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Clune & Associates held 7,787 shares of Avantis US Equity ETF worth $997K as of Q3 2026.
Clune & Associates bought 16 Avantis US Equity ETF shares in Q3 2026, an estimated $2.07K.
Avantis US Equity ETF made up 0.15% of Clune & Associates's portfolio in Q3 2026, its #81 holding.
Clune & Associates first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Avantis US Equity ETF position peaked at $1.24M in Q4 2025.
161 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.