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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
Q2 		$353K Buy
2,756
+239
+9% +$29.4K 0.13% 129
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Haven Private's AVUS Position: Q2 2026 in Review

Haven Private increased its Avantis US Equity ETF (AVUS) stake by 9.5% in Q2 2026, buying an estimated $29.4K and bringing the position to 2,756 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #129.

Haven Private first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Haven Private held 2,756 shares of Avantis US Equity ETF worth $353K as of Q2 2026.
  • Haven Private bought 239 Avantis US Equity ETF shares in Q2 2026, an estimated $29.4K.
  • Avantis US Equity ETF made up 0.13% of Haven Private's portfolio in Q2 2026, its #129 holding.
  • Haven Private first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.