Waverly Advisors’s Davis Select US Equity ETF DUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$264K Sell
2025
Q2
$550K Buy
2025
Q1
$500K Sell
2024
Q4
$624K Sell
2024
Q3
$643K Sell
2024
Q2
$717K Buy