Collective Family Office’s Avantis US Equity ETF AVUS Stock Holding History

Collective Family Office’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	$1.44M	Hold	11,236	–	–	0.29%	63
2026 Q1	$1.25M	Sell	11,236 -349	-3%	-$40K	0.28%	65
2025 Q4	$1.29M	Sell	11,585 -3,907	-25%	-$430K	0.3%	65
2025 Q3	$1.68M	Sell	15,492 -268	-2%	-$28.1K	0.4%	58
2025 Q2	$1.59M	Sell	15,760 -1,087	-6%	-$102K	0.41%	58
2025 Q1	$1.56M	Sell	16,847 -2,843	-14%	-$277K	0.42%	54
2024 Q4	$1.91M	Buy	19,690 +1,113	+6%	+$109K	0.52%	51
2024 Q3	$1.77M	Sell	18,577 -1,958	-10%	-$180K	0.48%	53
2024 Q2	$1.85M	Buy	20,535 +2,447	+14%	+$216K	0.54%	48
2024 Q1	$1.62M	Buy	18,088 +3,122	+21%	+$264K	0.53%	50
2023 Q4	$1.22M	Buy	+14,966	New	+$1.13M	0.43%	55

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Collective Family Office's AVUS Position: Q2 2026 in Review

Collective Family Office held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 11,236 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #63.

Collective Family Office first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2024. 121 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Collective Family Office held 11,236 shares of Avantis US Equity ETF worth $1.44M as of Q2 2026.
Collective Family Office left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.29% of Collective Family Office's portfolio in Q2 2026, its #63 holding.
Collective Family Office first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Collective Family Office's Avantis US Equity ETF position peaked at $1.91M in Q4 2024.
121 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.