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Abacus Planning Group’s Avantis US Equity ETF AVUS Stock Holding History

Abacus Planning Group’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
2022
Q2 		– Sell
-9,811
Closed -$756K – 199
2022
Q1 		$756K Sell
9,811
-1,472
-13% -$112K 0.2% 86
2021
Q4 		$904K Buy
11,283
+39
+0.3% +$3.05K 0.24% 81
2021
Q3 		$829K Buy
11,244
+34
+0.3% +$2.56K 0.26% 73
2021
Q2 		$832K Sell
11,210
-524
-4% -$38.1K 0.25% 72
2021
Q1 		$814K Buy
11,734
+28
+0.2% +$1.87K 0.26% 71
2020
Q4 		$737K Buy
+11,706
New +$689K 0.23% 71

Other funds holding AVUS

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Abacus Planning Group's AVUS Position: Q2 2022 in Review

Abacus Planning Group sold out of Avantis US Equity ETF (AVUS) in Q2 2022, closing a stake of 9,811 shares — an estimated $756K sold.

Abacus Planning Group first reported a position in AVUS in Q4 2020 and held it in 6 quarters. The position peaked at $904K in Q4 2021. 163 funds tracked by Wall St. Rank hold AVUS as of Q2 2022.

  • Abacus Planning Group reported no remaining Avantis US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Abacus Planning Group sold 9,811 Avantis US Equity ETF shares in Q2 2022, an estimated $756K.
  • Abacus Planning Group first reported a position in Avantis US Equity ETF in Q4 2020 and held it in 6 quarters.
  • Abacus Planning Group's Avantis US Equity ETF position peaked at $904K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2022.

Based on Abacus Planning Group's 13F filing for Q2 2022, filed 18 Jul 2022.