Saxony Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Saxony Capital Management’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 Q2	$576K	Sell	4,500 -2,899	-39%	-$357K	0.26%	82
2026 Q1	$823K	Hold	7,399	–	–	0.48%	58
2025 Q4	$827K	Hold	7,399	–	–	0.51%	54
2025 Q3	$804K	Buy	+7,399	New	+$776K	0.53%	46

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Saxony Capital Management's AVUS Position: Q2 2026 in Review

Saxony Capital Management reduced its Avantis US Equity ETF (AVUS) stake by 39% in Q2 2026, selling an estimated $357K and leaving 4,500 shares worth $576K. The position accounts for 0.26% of the portfolio, ranked #82.

Saxony Capital Management first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $827K in Q4 2025. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Saxony Capital Management held 4,500 shares of Avantis US Equity ETF worth $576K as of Q2 2026.
Saxony Capital Management sold 2,899 Avantis US Equity ETF shares in Q2 2026, an estimated $357K.
Avantis US Equity ETF made up 0.26% of Saxony Capital Management's portfolio in Q2 2026, its #82 holding.
Saxony Capital Management first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
Saxony Capital Management's Avantis US Equity ETF position peaked at $827K in Q4 2025.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.