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Live Oak Private Wealth’s Brandes US Value ETF BUSA Stock Holding History

Live Oak Private Wealth’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
31,398
+1,597
+5% +$62K 0.15% 101
2026
Q1 		$1.1M Buy
+29,801
New +$1.13M 0.15% 98

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Live Oak Private Wealth's BUSA Position: Q2 2026 in Review

Live Oak Private Wealth increased its Brandes US Value ETF (BUSA) stake by 5.4% in Q2 2026, buying an estimated $62K and bringing the position to 31,398 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #101.

Live Oak Private Wealth first reported a position in BUSA in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BUSA as of Q2 2026.

  • Live Oak Private Wealth held 31,398 shares of Brandes US Value ETF worth $1.24M as of Q2 2026.
  • Live Oak Private Wealth bought 1,597 Brandes US Value ETF shares in Q2 2026, an estimated $62K.
  • Brandes US Value ETF made up 0.15% of Live Oak Private Wealth's portfolio in Q2 2026, its #101 holding.
  • Live Oak Private Wealth first reported a position in Brandes US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.