Cornerstone Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Cornerstone Wealth Management’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	$11.4M	Buy	102,182 +16,253	+19%	+$1.86M	0.57%	41
2025 Q4	$9.61M	Buy	85,929 +9,992	+13%	+$1.1M	0.5%	46
2025 Q3	$8.25M	Buy	75,937 +1,879	+3%	+$197K	0.46%	52
2025 Q2	$7.47M	Buy	74,058 +9,201	+14%	+$861K	0.45%	55
2025 Q1	$5.99M	Buy	64,857 +4,249	+7%	+$414K	0.41%	59
2024 Q4	$5.87M	Buy	60,608 +7,138	+13%	+$701K	0.4%	62
2024 Q3	$5.09M	Buy	53,470 +3,143	+6%	+$289K	0.36%	68
2024 Q2	$4.54M	Buy	50,327 +3,060	+6%	+$270K	0.35%	71
2024 Q1	$4.23M	Buy	47,267 +2,585	+6%	+$218K	0.34%	74
2023 Q4	$3.64M	Buy	44,682 +5,059	+13%	+$383K	0.31%	79
2023 Q3	$2.9M	Buy	39,623 +3,669	+10%	+$279K	0.27%	89
2023 Q2	$2.7M	Buy	35,954 +9,102	+34%	+$651K	0.24%	98
2023 Q1	$1.9M	Buy	+26,852	New	+$1.9M	0.19%	116
2022 Q3	$2M	Buy	32,015 +3,870	+14%	+$266K	0.22%	98
2022 Q2	$1.83M	Buy	28,145 +4,739	+20%	+$336K	0.2%	105
2022 Q1	$1.8M	Buy	+23,406	New	+$1.78M	0.18%	116

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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

Cornerstone Wealth Management's AVUS Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 19% in Q1 2026, buying an estimated $1.86M and bringing the position to 102,182 shares worth $11.4M. The position accounts for 0.57% of the portfolio, ranked #41.

Cornerstone Wealth Management first reported a position in AVUS in Q1 2022 and has held it in 16 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Cornerstone Wealth Management held 102,182 shares of Avantis US Equity ETF worth $11.4M as of Q1 2026.
Cornerstone Wealth Management bought 16,253 Avantis US Equity ETF shares in Q1 2026, an estimated $1.86M.
Avantis US Equity ETF made up 0.57% of Cornerstone Wealth Management's portfolio in Q1 2026, its #41 holding.
Cornerstone Wealth Management first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 16 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.