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Sterneck Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Sterneck 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
Q1 		$7.37M Buy
66,267
+2,516
+4% +$288K 3.31% 8
2025
Q4 		$7.13M Buy
63,751
+9,860
+18% +$1.09M 3.21% 9
2025
Q3 		$5.86M Buy
53,891
+17,981
+50% +$1.89M 2.72% 10
2025
Q2 		$3.62M Buy
35,910
+1,200
+3% +$112K 1.84% 18
2025
Q1 		$3.21M Sell
34,710
-127
-0.4% -$12.4K 1.73% 18
2024
Q4 		$3.38M Buy
+34,837
New +$3.42M 1.82% 17

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 $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

Sterneck Capital Management's AVUS Position: Q1 2026 in Review

Sterneck Capital Management increased its Avantis US Equity ETF (AVUS) stake by 3.9% in Q1 2026, buying an estimated $288K and bringing the position to 66,267 shares worth $7.37M. The position accounts for 3.31% of the portfolio, ranked #8.

Sterneck Capital Management first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Sterneck Capital Management held 66,267 shares of Avantis US Equity ETF worth $7.37M as of Q1 2026.
  • Sterneck Capital Management bought 2,516 Avantis US Equity ETF shares in Q1 2026, an estimated $288K.
  • Avantis US Equity ETF made up 3.31% of Sterneck Capital Management's portfolio in Q1 2026, its #8 holding.
  • Sterneck Capital Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.