Cooper/Haims Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Cooper/Haims Advisors’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	$1.81M	Buy	14,112 +38	+0.3%	+$4.68K	0.78%	20
2026 Q1	$1.56M	Buy	14,074 +30	+0.2%	+$3.44K	0.74%	19
2025 Q4	$1.57M	Buy	14,044 +41	+0.3%	+$4.52K	0.71%	19
2025 Q3	$1.52M	Buy	14,003 +36	+0.3%	+$3.78K	0.71%	20
2025 Q2	$1.41M	Buy	13,967 +43	+0.3%	+$4.03K	0.69%	20
2025 Q1	$1.29M	Buy	13,924 +44	+0.3%	+$4.29K	0.7%	19
2024 Q4	$1.35M	Buy	13,880 +2,049	+17%	+$201K	0.76%	20
2024 Q3	$1.13M	Buy	11,831 +40	+0.3%	+$3.67K	0.62%	23
2024 Q2	$1.06M	Buy	11,791 +39	+0.3%	+$3.45K	0.6%	23
2024 Q1	$1.05M	Buy	11,752 +35	+0.3%	+$2.96K	0.61%	23
2023 Q4	$956K	Buy	11,717 +49	+0.4%	+$3.71K	0.54%	23
2023 Q3	$855K	Buy	11,668 +42	+0.4%	+$3.19K	0.67%	22
2023 Q2	$874K	Buy	11,626 +44	+0.4%	+$3.15K	0.67%	22
2023 Q1	$821K	Buy	11,582 +44	+0.4%	+$3.11K	0.66%	21
2022 Q4	$785K	Buy	11,538 +1,472	+15%	+$101K	0.56%	24
2022 Q3	$628K	Buy	10,066 +5,370	+114%	+$369K	0.52%	24
2022 Q2	$305K	Buy	+4,696	New	+$333K	0.2%	50

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

Cooper/Haims Advisors's AVUS Position: Q2 2026 in Review

Cooper/Haims Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.27% in Q2 2026, buying an estimated $4.68K and bringing the position to 14,112 shares worth $1.81M. The position accounts for 0.78% of the portfolio, ranked #20.

Cooper/Haims Advisors first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Cooper/Haims Advisors held 14,112 shares of Avantis US Equity ETF worth $1.81M as of Q2 2026.
Cooper/Haims Advisors bought 38 Avantis US Equity ETF shares in Q2 2026, an estimated $4.68K.
Avantis US Equity ETF made up 0.78% of Cooper/Haims Advisors's portfolio in Q2 2026, its #20 holding.
Cooper/Haims Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.