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Shufro Rose & Co’s Avantis US Equity ETF AVUS Stock Holding History

Shufro Rose & Co’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 		$312K Buy
2,438
+49
+2% +$6.04K 0.02% 235
2026
Q1 		$266K Buy
2,389
+168
+8% +$19.2K 0.02% 250
2025
Q4 		$248K Buy
+2,221
New +$245K 0.02% 257

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Shufro Rose & Co's AVUS Position: Q2 2026 in Review

Shufro Rose & Co increased its Avantis US Equity ETF (AVUS) stake by 2.1% in Q2 2026, buying an estimated $6.04K and bringing the position to 2,438 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #235.

Shufro Rose & Co first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Shufro Rose & Co held 2,438 shares of Avantis US Equity ETF worth $312K as of Q2 2026.
  • Shufro Rose & Co bought 49 Avantis US Equity ETF shares in Q2 2026, an estimated $6.04K.
  • Avantis US Equity ETF made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #235 holding.
  • Shufro Rose & Co first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.