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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
Q1 		$802K Buy
+21,651
New +$823K 0.01% 899

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waverly Advisors's BUSA Position: Q1 2026 in Review

Waverly Advisors opened a new position in Brandes US Value ETF (BUSA) in Q1 2026: 21,651 shares worth $802K. The stake represents 0.01% of the portfolio and ranks #899 among its holdings.

24 funds tracked by Wall St. Rank hold BUSA as of Q1 2026.

  • Waverly Advisors held 21,651 shares of Brandes US Value ETF worth $802K as of Q1 2026.
  • Brandes US Value ETF was a new Waverly Advisors position in Q1 2026.
  • Brandes US Value ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #899 holding.
  • 24 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.