Morling Financial Advisors
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Morling Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Morling Financial Advisors’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
Q3 		$6.96M Sell
54,339
-160
-0.3% -$20.7K 1.86% 12
2026
Q2 		$6.98M Buy
54,499
+1
+0% +$123 1.94% 12
2026
Q1 		$6.06M Buy
54,498
+1
+0% +$114 1.86% 12
2025
Q4 		$6.09M Sell
54,497
-528
-1% -$58.2K 1.91% 12
2025
Q3 		$5.98M Sell
55,025
-6
-0% -$630 1.98% 12
2025
Q2 		$5.55M Buy
55,031
+953
+2% +$89.2K 1.81% 14
2025
Q1 		$5M Sell
54,078
-944
-2% -$92K 1.72% 15
2024
Q4 		$5.33M Buy
55,022
+941
+2% +$92.4K 1.86% 15
2024
Q3 		$5.15M Sell
54,081
-151
-0.3% -$13.9K 1.96% 14
2024
Q2 		$4.89M Sell
54,232
-125
-0.2% -$11K 2.13% 14
2024
Q1 		$4.86M Sell
54,357
-552
-1% -$46.6K 2.78% 12
2023
Q4 		$4.48M Buy
54,909
+1,115
+2% +$84.4K 3.61% 10
2023
Q3 		$3.94M Sell
53,794
-781
-1% -$59.3K 3.91% 10
2023
Q2 		$4.1M Buy
54,575
+775
+1% +$55.5K 3.94% 9
2023
Q1 		$3.81M Sell
53,800
-678
-1% -$48K 4.11% 9
2022
Q4 		$3.71M Buy
+54,478
New +$3.72M 4.73% 8

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Morling Financial Advisors's AVUS Position: Q3 2026 in Review

Morling Financial Advisors reduced its Avantis US Equity ETF (AVUS) stake by 0.29% in Q3 2026, selling an estimated $20.7K and leaving 54,339 shares worth $6.96M. The position accounts for 1.86% of the portfolio, ranked #12.

Morling Financial Advisors first reported a position in AVUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.98M in Q2 2026. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Morling Financial Advisors held 54,339 shares of Avantis US Equity ETF worth $6.96M as of Q3 2026.
  • Morling Financial Advisors sold 160 Avantis US Equity ETF shares in Q3 2026, an estimated $20.7K.
  • Avantis US Equity ETF made up 1.86% of Morling Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • Morling Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Morling Financial Advisors's Avantis US Equity ETF position peaked at $6.98M in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.