Cornerstone Advisory’s Avantis US Equity ETF AVUS Stock Holding History

Cornerstone Advisory’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	$272K	Buy	+2,126	New	+$275K	0.02%	238

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Cornerstone Advisory's AVUS Position: Q3 2026 in Review

Cornerstone Advisory opened a new position in Avantis US Equity ETF (AVUS) in Q3 2026: 2,126 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings.

396 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Cornerstone Advisory held 2,126 shares of Avantis US Equity ETF worth $272K as of Q3 2026.
Avantis US Equity ETF was a new Cornerstone Advisory position in Q3 2026.
Avantis US Equity ETF made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #238 holding.
396 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.