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Stonebrook Private’s Avantis US Equity ETF AVUS Stock Holding History

Stonebrook Private’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 		$418K Buy
3,260
+43
+1% +$5.3K 0.08% 144
2026
Q1 		$358K Buy
3,217
+670
+26% +$76.7K 0.08% 148
2025
Q4 		$285K Sell
2,547
-22
-0.9% -$2.42K 0.06% 160
2025
Q3 		$279K Buy
2,569
+1
+0% +$105 0.06% 163
2025
Q2 		$259K Sell
2,568
-5
-0.2% -$468 0.06% 161
2025
Q1 		$238K Sell
2,573
-1
-0% -$97 0.06% 166
2024
Q4 		$249K Buy
2,574
+1
+0% +$98 0.07% 156
2024
Q3 		$245K Buy
2,573
+94
+4% +$8.63K 0.06% 157
2024
Q2 		$224K Sell
2,479
-49
-2% -$4.33K 0.06% 158
2024
Q1 		$226K Buy
+2,528
New +$213K 0.07% 185

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

Stonebrook Private's AVUS Position: Q2 2026 in Review

Stonebrook Private increased its Avantis US Equity ETF (AVUS) stake by 1.3% in Q2 2026, buying an estimated $5.3K and bringing the position to 3,260 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #144.

Stonebrook Private first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Stonebrook Private held 3,260 shares of Avantis US Equity ETF worth $418K as of Q2 2026.
  • Stonebrook Private bought 43 Avantis US Equity ETF shares in Q2 2026, an estimated $5.3K.
  • Avantis US Equity ETF made up 0.08% of Stonebrook Private's portfolio in Q2 2026, its #144 holding.
  • Stonebrook Private first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.