HP
AVUQ

Haven Private’s Avantis U.S. Quality ETF AVUQ Stock Holding History

Haven Private’s Portfolio AVUQ Stock Details AVUQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$709K Buy
12,503
+960
+8% +$57.2K 0.31% 72
2025
Q4 		$695K Buy
+11,543
New +$692K 0.3% 71

Other funds holding AVUQ

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Haven Private's AVUQ Position: Q1 2026 in Review

Haven Private increased its Avantis U.S. Quality ETF (AVUQ) stake by 8.3% in Q1 2026, buying an estimated $57.2K and bringing the position to 12,503 shares worth $709K. The position accounts for 0.31% of the portfolio, ranked #72.

Haven Private first reported a position in AVUQ in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold AVUQ as of Q1 2026.

  • Haven Private held 12,503 shares of Avantis U.S. Quality ETF worth $709K as of Q1 2026.
  • Haven Private bought 960 Avantis U.S. Quality ETF shares in Q1 2026, an estimated $57.2K.
  • Avantis U.S. Quality ETF made up 0.31% of Haven Private's portfolio in Q1 2026, its #72 holding.
  • Haven Private first reported a position in Avantis U.S. Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q1 2026.

Based on Haven Private's 13F filing for Q1 2026, filed 5 May 2026.