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

Cornerstone Capital’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	$1.07M	Sell	8,380 -560	-6%	-$69K	0.1%	69
2026 Q1	$994K	Hold	8,940	–	–	0.1%	66
2025 Q4	$999K	Sell	8,940 -230	-3%	-$25.3K	0.1%	63
2025 Q3	$997K	Sell	9,170 -210	-2%	-$22K	0.1%	64
2025 Q2	$946K	Hold	9,380	–	–	0.1%	59
2025 Q1	$867K	Hold	9,380	–	–	0.09%	60
2024 Q4	$909K	Sell	9,380 -805	-8%	-$79K	0.1%	63
2024 Q3	$969K	Sell	10,185 -3,754	-27%	-$345K	0.09%	66
2024 Q2	$1.26M	Buy	+13,939	New	+$1.23M	0.13%	57

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

Cornerstone Capital's AVUS Position: Q2 2026 in Review

Cornerstone Capital reduced its Avantis US Equity ETF (AVUS) stake by 6.3% in Q2 2026, selling an estimated $69K and leaving 8,380 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #69.

Cornerstone Capital first reported a position in AVUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q2 2024. 582 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Cornerstone Capital held 8,380 shares of Avantis US Equity ETF worth $1.07M as of Q2 2026.
Cornerstone Capital sold 560 Avantis US Equity ETF shares in Q2 2026, an estimated $69K.
Avantis US Equity ETF made up 0.1% of Cornerstone Capital's portfolio in Q2 2026, its #69 holding.
Cornerstone Capital first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Capital's Avantis US Equity ETF position peaked at $1.26M in Q2 2024.
582 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Cornerstone Capital's 13F filing for Q2 2026, filed 3 Aug 2026.