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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

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 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. 584 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.
  • 584 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.