LOPW
BUSA icon

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
Q1 		$1.1M Buy
+29,801
New +$1.13M 0.15% 98

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Live Oak Private Wealth's BUSA Position: Q1 2026 in Review

Live Oak Private Wealth opened a new position in Brandes US Value ETF (BUSA) in Q1 2026: 29,801 shares worth $1.1M. The stake represents 0.15% of the portfolio and ranks #98 among its holdings.

24 funds tracked by Wall St. Rank hold BUSA as of Q1 2026.

  • Live Oak Private Wealth held 29,801 shares of Brandes US Value ETF worth $1.1M as of Q1 2026.
  • Brandes US Value ETF was a new Live Oak Private Wealth position in Q1 2026.
  • Brandes US Value ETF made up 0.15% of Live Oak Private Wealth's portfolio in Q1 2026, its #98 holding.
  • 24 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.