Flagship Harbor Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Flagship Harbor Advisors’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 Q1	–	Sell	-1,566	Closed	-$175K	–	837
2025 Q4	$175K	Buy	+1,566	New	+$172K	0.01%	699
2025 Q2	–	Sell	-3,484	Closed	-$322K	–	774
2025 Q1	$322K	Buy	3,484 +1	+0%	+$97	0.02%	551
2024 Q4	$338K	Buy	3,483 +1	+0%	+$98	0.02%	544
2024 Q3	$331K	Hold	3,482	–	–	0.02%	520
2024 Q2	$314K	Sell	3,482 -126	-3%	-$11.1K	0.02%	530
2024 Q1	$323K	Sell	3,608 -399	-10%	-$33.7K	0.02%	505
2023 Q4	$327K	Buy	4,007 +445	+12%	+$33.7K	0.02%	470
2023 Q3	$261K	Buy	+3,562	New	+$271K	0.02%	509

Other funds holding AVUS

HWM

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

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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Flagship Harbor Advisors's AVUS Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 1,566 shares — an estimated $175K sold.

Flagship Harbor Advisors first reported a position in AVUS in Q3 2023 and held it in 8 quarters. The position peaked at $338K in Q4 2024. 556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Flagship Harbor Advisors reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,566 Avantis US Equity ETF shares in Q1 2026, an estimated $175K.
Flagship Harbor Advisors first reported a position in Avantis US Equity ETF in Q3 2023 and held it in 8 quarters.
Flagship Harbor Advisors's Avantis US Equity ETF position peaked at $338K in Q4 2024.
556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.