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 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

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

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Clune & Associates's AVUS Position: Q2 2026 in Review

Clune & Associates reduced its Avantis US Equity ETF (AVUS) stake by 4.6% in Q2 2026, selling an estimated $45.7K and leaving 7,771 shares worth $995K. The position accounts for 0.15% of the portfolio, ranked #83.

Clune & Associates first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 146 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Clune & Associates held 7,771 shares of Avantis US Equity ETF worth $995K as of Q2 2026.
Clune & Associates sold 371 Avantis US Equity ETF shares in Q2 2026, an estimated $45.7K.
Avantis US Equity ETF made up 0.15% of Clune & Associates's portfolio in Q2 2026, its #83 holding.
Clune & Associates first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Clune & Associates's Avantis US Equity ETF position peaked at $1.24M in Q4 2025.
146 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.