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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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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. 169 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.
  • 169 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.