Silver Oak Securities’s Avantis US Equity ETF AVUS Stock Holding History

Silver Oak Securities’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	$3.12M	Sell	28,031 -464	-2%	-$53.1K	0.23%	93
2025 Q4	$3.21M	Sell	28,495 -1,618	-5%	-$178K	0.22%	104
2025 Q3	$3.27M	Sell	30,113 -4,491	-13%	-$471K	0.25%	91
2025 Q2	$3.49M	Buy	34,604 +3,509	+11%	+$329K	0.28%	74
2025 Q1	$2.86M	Buy	31,095 +5,531	+22%	+$539K	0.26%	82
2024 Q4	$2.48M	Buy	25,564 +1,171	+5%	+$115K	0.23%	97
2024 Q3	$2.31M	Buy	24,393 +24,110	+8,519%	+$2.21M	0.24%	94
2024 Q2	$25.6K	Buy	283 +1	+0.4%	+$88	﹤0.01%	456
2024 Q1	$25.3K	Sell	282 -22,572	-99%	-$1.91M	﹤0.01%	456
2023 Q4	$1.86M	Buy	22,854 +22,574	+8,062%	+$1.71M	0.25%	85
2023 Q3	$20.5K	Sell	280 -23,913	-99%	-$1.82M	﹤0.01%	403
2023 Q2	$1.82M	Buy	+24,193	New	+$1.73M	0.29%	80
2022 Q4	–	Sell	-280	Closed	-$20.5K	–	316
2022 Q3	$20.5K	Buy	+280	New	+$19.2K	﹤0.01%	403

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Silver Oak Securities's AVUS Position: Q1 2026 in Review

Silver Oak Securities reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q1 2026, selling an estimated $53.1K and leaving 28,031 shares worth $3.12M. The position accounts for 0.23% of the portfolio, ranked #93.

Silver Oak Securities first reported a position in AVUS in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.49M in Q2 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Silver Oak Securities held 28,031 shares of Avantis US Equity ETF worth $3.12M as of Q1 2026.
Silver Oak Securities sold 464 Avantis US Equity ETF shares in Q1 2026, an estimated $53.1K.
Avantis US Equity ETF made up 0.23% of Silver Oak Securities's portfolio in Q1 2026, its #93 holding.
Silver Oak Securities first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 13 quarters since.
Silver Oak Securities's Avantis US Equity ETF position peaked at $3.49M in Q2 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.