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Haven Private’s Avantis US Equity ETF AVUS Stock Holding History

Haven Private’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 		$280K Sell
2,517
-208
-8% -$23.8K 0.12% 144
2025
Q4 		$305K Sell
2,725
-49
-2% -$5.4K 0.13% 134
2025
Q3 		$302K Sell
2,774
-708
-20% -$74.3K 0.13% 131
2025
Q2 		$351K Buy
3,482
+1,181
+51% +$111K 0.16% 127
2025
Q1 		$213K Buy
+2,301
New +$224K 0.12% 122

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Haven Private's AVUS Position: Q1 2026 in Review

Haven Private reduced its Avantis US Equity ETF (AVUS) stake by 7.6% in Q1 2026, selling an estimated $23.8K and leaving 2,517 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #144.

Haven Private first reported a position in AVUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $351K in Q2 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Haven Private held 2,517 shares of Avantis US Equity ETF worth $280K as of Q1 2026.
  • Haven Private sold 208 Avantis US Equity ETF shares in Q1 2026, an estimated $23.8K.
  • Avantis US Equity ETF made up 0.12% of Haven Private's portfolio in Q1 2026, its #144 holding.
  • Haven Private first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Haven Private's Avantis US Equity ETF position peaked at $351K in Q2 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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