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

CWA Asset Management Group’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	$699K	Buy	5,458 +249	+5%	+$30.7K	0.02%	446
2026 Q1	$579K	Hold	5,209	–	–	0.02%	464
2025 Q4	$582K	Buy	5,209 +912	+21%	+$100K	0.02%	435
2025 Q3	$467K	Buy	4,297 +1,428	+50%	+$150K	0.02%	480
2025 Q2	$289K	Buy	+2,869	New	+$269K	0.01%	547

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 22.94% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

CWA Asset Management Group's AVUS Position: Q2 2026 in Review

CWA Asset Management Group increased its Avantis US Equity ETF (AVUS) stake by 4.8% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,458 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #446.

CWA Asset Management Group first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

CWA Asset Management Group held 5,458 shares of Avantis US Equity ETF worth $699K as of Q2 2026.
CWA Asset Management Group bought 249 Avantis US Equity ETF shares in Q2 2026, an estimated $30.7K.
Avantis US Equity ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #446 holding.
CWA Asset Management Group first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.