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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
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

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

Morling Financial Advisors's AVUS Position: Q1 2026 in Review

Morling Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 0% in Q1 2026, buying an estimated $114 and bringing the position to 54,498 shares worth $6.06M. 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 14 quarters since. The position peaked at $6.09M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Morling Financial Advisors held 54,498 shares of Avantis US Equity ETF worth $6.06M as of Q1 2026.
  • Morling Financial Advisors bought 1 Avantis US Equity ETF share in Q1 2026, an estimated $114.
  • Avantis US Equity ETF made up 1.86% of Morling Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Morling Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Morling Financial Advisors's Avantis US Equity ETF position peaked at $6.09M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.