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Cypress Wealth Services’s Avantis US Equity ETF AVUS Stock Holding History

Cypress Wealth 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 		$377K Hold
2,944
– – 0.05% 289
2026
Q1 		$327K Hold
2,944
– – 0.05% 290
2025
Q4 		$329K Hold
2,944
– – 0.05% 280
2025
Q3 		$320K Buy
+2,944
New +$309K 0.05% 244

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cypress Wealth Services's AVUS Position: Q2 2026 in Review

Cypress Wealth Services held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,944 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #289.

Cypress Wealth Services first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Cypress Wealth Services held 2,944 shares of Avantis US Equity ETF worth $377K as of Q2 2026.
  • Cypress Wealth Services left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #289 holding.
  • Cypress Wealth Services first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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