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

Winebrenner 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 Q3	$575K	Buy	4,487 +354	+9%	+$45.7K	0.37%	77
2026 Q2	$529K	Buy	4,133 +10	+0.2%	+$1.23K	0.32%	86
2026 Q1	$458K	Buy	4,123 +38	+0.9%	+$4.35K	0.29%	88
2025 Q4	$457K	Buy	4,085 +14	+0.3%	+$1.54K	0.3%	88
2025 Q3	$443K	Buy	4,071 +25	+0.6%	+$2.62K	0.32%	90
2025 Q2	$408K	Buy	4,046 +669	+20%	+$62.6K	0.33%	86
2025 Q1	$312K	Buy	+3,377	New	+$329K	0.28%	92

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Winebrenner Capital Management's AVUS Position: Q3 2026 in Review

Winebrenner Capital Management increased its Avantis US Equity ETF (AVUS) stake by 8.6% in Q3 2026, buying an estimated $45.7K and bringing the position to 4,487 shares worth $575K. The position accounts for 0.37% of the portfolio, ranked #77.

Winebrenner Capital Management first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. 413 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Winebrenner Capital Management held 4,487 shares of Avantis US Equity ETF worth $575K as of Q3 2026.
Winebrenner Capital Management bought 354 Avantis US Equity ETF shares in Q3 2026, an estimated $45.7K.
Avantis US Equity ETF made up 0.37% of Winebrenner Capital Management's portfolio in Q3 2026, its #77 holding.
Winebrenner Capital Management first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
413 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.