Silver Oak Securities
AVUS icon

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
Q2 		$3.37M Sell
26,320
-1,711
-6% -$211K 0.2% 109
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

HB Wealth Management
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
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Silver Oak Securities's AVUS Position: Q2 2026 in Review

Silver Oak Securities reduced its Avantis US Equity ETF (AVUS) stake by 6.1% in Q2 2026, selling an estimated $211K and leaving 26,320 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #109.

Silver Oak Securities first reported a position in AVUS in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q2 2025. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Silver Oak Securities held 26,320 shares of Avantis US Equity ETF worth $3.37M as of Q2 2026.
  • Silver Oak Securities sold 1,711 Avantis US Equity ETF shares in Q2 2026, an estimated $211K.
  • Avantis US Equity ETF made up 0.2% of Silver Oak Securities's portfolio in Q2 2026, its #109 holding.
  • Silver Oak Securities first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 14 quarters since.
  • Silver Oak Securities's Avantis US Equity ETF position peaked at $3.49M in Q2 2025.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.