Cresset Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Cresset Asset 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	$72.5M	Buy	651,947 +4,849	+0.7%	+$555K	0.31%	52
2025 Q4	$72.3M	Buy	647,098 +31,944	+5%	+$3.52M	0.3%	53
2025 Q3	$66.9M	Buy	615,154 +25,551	+4%	+$2.68M	0.29%	54
2025 Q2	$59.4M	Sell	589,603 -158,376	-21%	-$14.8M	0.3%	54
2025 Q1	$69.1M	Buy	747,979 +137,757	+23%	+$13.4M	0.34%	48
2024 Q4	$59.1M	Sell	610,222 -69,224	-10%	-$6.8M	0.28%	54
2024 Q3	$64.6M	Buy	679,446 +114,644	+20%	+$10.5M	0.25%	58
2024 Q2	$50.9M	Buy	564,802 +425,234	+305%	+$37.6M	0.21%	70
2024 Q1	$12.5M	Buy	139,568 +1,568	+1%	+$132K	0.06%	208
2023 Q4	$11.3M	Hold	138,000	–	–	0.07%	196
2023 Q3	$10.1M	Hold	138,000	–	–	0.04%	210
2023 Q2	$10.4M	Buy	+138,000	New	+$9.87M	0.01%	259

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

Cresset Asset Management's AVUS Position: Q1 2026 in Review

Cresset Asset Management increased its Avantis US Equity ETF (AVUS) stake by 0.75% in Q1 2026, buying an estimated $555K and bringing the position to 651,947 shares worth $72.5M. The position accounts for 0.31% of the portfolio, ranked #52.

Cresset Asset Management first reported a position in AVUS in Q2 2023 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Cresset Asset Management held 651,947 shares of Avantis US Equity ETF worth $72.5M as of Q1 2026.
Cresset Asset Management bought 4,849 Avantis US Equity ETF shares in Q1 2026, an estimated $555K.
Avantis US Equity ETF made up 0.31% of Cresset Asset Management's portfolio in Q1 2026, its #52 holding.
Cresset Asset Management first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 12 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.