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Hazlett, Burt & Watson’s Avantis US Equity ETF AVUS Stock Holding History

Hazlett, Burt & Watson’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 		$1K Hold
8
– – ﹤0.01% 877
2025
Q4 		$1K Hold
8
– – ﹤0.01% 884
2025
Q3 		$1K Hold
8
– – ﹤0.01% 834
2025
Q2 		$1K Hold
8
– – ﹤0.01% 748
2025
Q1 		$1K Buy
+8
New +$780 ﹤0.01% 752

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

Hazlett, Burt & Watson's AVUS Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Hazlett, Burt & Watson first reported a position in AVUS in Q1 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Hazlett, Burt & Watson held 8 shares of Avantis US Equity ETF worth $1K as of Q1 2026.
  • Hazlett, Burt & Watson left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #877 holding.
  • Hazlett, Burt & Watson first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.