SRC
AVUS icon

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
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 $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

Shufro Rose & Co's AVUS Position: Q1 2026 in Review

Shufro Rose & Co increased its Avantis US Equity ETF (AVUS) stake by 7.6% in Q1 2026, buying an estimated $19.2K and bringing the position to 2,389 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #250.

Shufro Rose & Co first reported a position in AVUS in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Shufro Rose & Co held 2,389 shares of Avantis US Equity ETF worth $266K as of Q1 2026.
  • Shufro Rose & Co bought 168 Avantis US Equity ETF shares in Q1 2026, an estimated $19.2K.
  • Avantis US Equity ETF made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #250 holding.
  • Shufro Rose & Co first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.