Eaton-Cambridge’s Avantis US Equity ETF AVUS Stock Holding History

Eaton-Cambridge’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	$6.14M	Sell	47,918 -3,824	-7%	-$471K	1.73%	8
2026 Q1	$5.75M	Buy	51,742 +2,287	+5%	+$262K	1.8%	8
2025 Q4	$5.53M	Sell	49,455 -442	-0.9%	-$48.7K	1.81%	7
2025 Q3	$5.42M	Sell	49,897 -968	-2%	-$102K	1.89%	7
2025 Q2	$5.13M	Buy	50,865 +1,981	+4%	+$185K	1.94%	7
2025 Q1	$4.52M	Buy	48,884 +36,995	+311%	+$3.6M	1.94%	7
2024 Q4	$1.15M	Buy	11,889 +893	+8%	+$87.7K	0.51%	11
2024 Q3	$1.05M	Sell	10,996 -314	-3%	-$28.8K	0.5%	12
2024 Q2	$1.02M	Hold	11,310	–	–	0.52%	12
2024 Q1	$1.01M	Hold	11,310	–	–	0.54%	12
2023 Q4	$922K	Buy	+11,310	New	+$856K	0.56%	13

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Eaton-Cambridge's AVUS Position: Q2 2026 in Review

Eaton-Cambridge reduced its Avantis US Equity ETF (AVUS) stake by 7.4% in Q2 2026, selling an estimated $471K and leaving 47,918 shares worth $6.14M. The position accounts for 1.73% of the portfolio, ranked #8.

Eaton-Cambridge first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Eaton-Cambridge held 47,918 shares of Avantis US Equity ETF worth $6.14M as of Q2 2026.
Eaton-Cambridge sold 3,824 Avantis US Equity ETF shares in Q2 2026, an estimated $471K.
Avantis US Equity ETF made up 1.73% of Eaton-Cambridge's portfolio in Q2 2026, its #8 holding.
Eaton-Cambridge first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.