CPWM
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Cypress Point Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Cypress Point 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
Q2 		$6.16M Sell
48,096
-664
-1% -$81.8K 1.25% 14
2026
Q1 		$5.42M Sell
48,760
-1,265
-3% -$145K 1.17% 14
2025
Q4 		$5.59M Sell
50,025
-3,749
-7% -$413K 1.22% 12
2025
Q3 		$5.85M Sell
53,774
-113
-0.2% -$11.9K 1.18% 11
2025
Q2 		$5.43M Buy
53,887
+2,482
+5% +$232K 1.32% 10
2025
Q1 		$4.75M Buy
51,405
+1,562
+3% +$152K 1.51% 11
2024
Q4 		$4.83M Buy
49,843
+2,062
+4% +$202K 1.5% 12
2024
Q3 		$4.55M Buy
47,781
+1,014
+2% +$93.1K 1.79% 11
2024
Q2 		$4.22M Buy
46,767
+3,858
+9% +$341K 2% 11
2024
Q1 		$3.84M Buy
42,909
+375
+0.9% +$31.7K 1.97% 11
2023
Q4 		$3.47M Buy
42,534
+1,722
+4% +$130K 2.58% 9
2023
Q3 		$2.99M Buy
40,812
+3,321
+9% +$252K 2.63% 9
2023
Q2 		$2.82M Buy
37,491
+3,636
+11% +$260K 3% 8
2023
Q1 		$2.4M Buy
33,855
+3,393
+11% +$240K 3.38% 8
2022
Q4 		$2.07M Buy
+30,462
New +$2.08M 3.25% 8

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Cypress Point Wealth Management's AVUS Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2026, selling an estimated $81.8K and leaving 48,096 shares worth $6.16M. The position accounts for 1.25% of the portfolio, ranked #14.

Cypress Point Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Cypress Point Wealth Management held 48,096 shares of Avantis US Equity ETF worth $6.16M as of Q2 2026.
  • Cypress Point Wealth Management sold 664 Avantis US Equity ETF shares in Q2 2026, an estimated $81.8K.
  • Avantis US Equity ETF made up 1.25% of Cypress Point Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Cypress Point Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.