CRA Financial Services’s Avantis US Equity ETF AVUS Stock Holding History

CRA Financial Services’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	$283K	Hold	2,210	–	–	0.03%	264
2026 Q1	$246K	Sell	2,210 -200	-8%	-$22.9K	0.03%	262
2025 Q4	$269K	Hold	2,410	–	–	0.04%	250
2025 Q3	$262K	Sell	2,410 -75	-3%	-$7.87K	0.04%	253
2025 Q2	$251K	Hold	2,485	–	–	0.04%	237
2025 Q1	$230K	Hold	2,485	–	–	0.04%	241
2024 Q4	$241K	Hold	2,485	–	–	0.04%	224
2024 Q3	$236K	Sell	2,485 -50	-2%	-$4.59K	0.04%	228
2024 Q2	$229K	Hold	2,535	–	–	0.05%	227
2024 Q1	$227K	Sell	2,535 -100	-4%	-$8.45K	0.05%	223
2023 Q4	$215K	Buy	+2,635	New	+$199K	0.05%	206
2023 Q3	–	Sell	-2,782	Closed	-$209K	–	204
2023 Q2	$209K	Buy	+2,782	New	+$199K	0.06%	196
2022 Q3	–	Sell	-3,121	Closed	-$203K	–	193
2022 Q2	$203K	Buy	3,121 +1	+0%	+$71	0.07%	190
2022 Q1	$241K	Hold	3,120	–	–	0.07%	179
2021 Q4	$250K	Sell	3,120 -300	-9%	-$23.5K	0.07%	180
2021 Q3	$252K	Buy	+3,420	New	+$257K	0.09%	168

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

CRA Financial Services's AVUS Position: Q2 2026 in Review

CRA Financial Services held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,210 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #264.

CRA Financial Services first reported a position in AVUS in Q3 2021 and has held it in 16 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

CRA Financial Services held 2,210 shares of Avantis US Equity ETF worth $283K as of Q2 2026.
CRA Financial Services left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #264 holding.
CRA Financial Services first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 16 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.