Harbour Investments’s Avantis US Equity ETF AVUS Stock Holding History

Harbour Investments’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	$383K	Buy	3,445 +163	+5%	+$18.7K	0.01%	1180
2025 Q4	$367K	Hold	3,282	–	–	0.01%	987
2025 Q3	$357K	Hold	3,282	–	–	0.01%	960
2025 Q2	$331K	Hold	3,282	–	–	0.01%	942
2025 Q1	$303K	Hold	3,282	–	–	0.01%	921
2024 Q4	$318K	Sell	3,282 -40	-1%	-$3.93K	0.01%	847
2024 Q3	$316K	Hold	3,322	–	–	0.01%	830
2024 Q2	$300K	Buy	3,322 +389	+13%	+$34.4K	0.01%	796
2024 Q1	$263K	Hold	2,933	–	–	0.01%	818
2023 Q4	$239K	Buy	+2,933	New	+$222K	0.01%	794
2022 Q4	–	Sell	-24	Closed	-$2K	–	3003
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	2396
2022 Q2	$2K	Buy	+24	New	+$1.7K	﹤0.01%	2396

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Harbour Investments's AVUS Position: Q1 2026 in Review

Harbour Investments increased its Avantis US Equity ETF (AVUS) stake by 5% in Q1 2026, buying an estimated $18.7K and bringing the position to 3,445 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #1180.

Harbour Investments first reported a position in AVUS in Q2 2022 and has held it in 12 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Harbour Investments held 3,445 shares of Avantis US Equity ETF worth $383K as of Q1 2026.
Harbour Investments bought 163 Avantis US Equity ETF shares in Q1 2026, an estimated $18.7K.
Avantis US Equity ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1180 holding.
Harbour Investments first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 12 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.