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Waverly Advisors’s Brandes US Value ETF BUSA Stock Holding History

Waverly Advisors’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Buy
37,140
+15,489
+72% +$601K 0.01% 783
2026
Q1 		$802K Buy
+21,651
New +$823K 0.01% 899

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Waverly Advisors's BUSA Position: Q2 2026 in Review

Waverly Advisors increased its Brandes US Value ETF (BUSA) stake by 72% in Q2 2026, buying an estimated $601K and bringing the position to 37,140 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #783.

Waverly Advisors first reported a position in BUSA in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BUSA as of Q2 2026.

  • Waverly Advisors held 37,140 shares of Brandes US Value ETF worth $1.46M as of Q2 2026.
  • Waverly Advisors bought 15,489 Brandes US Value ETF shares in Q2 2026, an estimated $601K.
  • Brandes US Value ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #783 holding.
  • Waverly Advisors first reported a position in Brandes US Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.