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 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 $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Cooper/Haims Advisors's AVUS Position: Q1 2026 in Review

Cooper/Haims Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.21% in Q1 2026, buying an estimated $3.44K and bringing the position to 14,074 shares worth $1.56M. The position accounts for 0.74% of the portfolio, ranked #19.

Cooper/Haims Advisors first reported a position in AVUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.57M in Q4 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Cooper/Haims Advisors held 14,074 shares of Avantis US Equity ETF worth $1.56M as of Q1 2026.
Cooper/Haims Advisors bought 30 Avantis US Equity ETF shares in Q1 2026, an estimated $3.44K.
Avantis US Equity ETF made up 0.74% of Cooper/Haims Advisors's portfolio in Q1 2026, its #19 holding.
Cooper/Haims Advisors first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 16 quarters since.
Cooper/Haims Advisors's Avantis US Equity ETF position peaked at $1.57M in Q4 2025.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.