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Ahrens Investment Partners’s Avantis US Equity ETF AVUS Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$59.7K Buy
+842
New +$59.6K 0.03% 294
2022
Q3 		– Sell
-981
Closed -$64K – 213
2022
Q2 		$64K Sell
981
-98
-9% -$6.95K 0.03% 290
2022
Q1 		$83K Sell
1,079
-2,178
-67% -$166K 0.03% 302
2021
Q4 		$261K Buy
+3,257
New +$255K 0.12% 153

Other funds holding AVUS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ahrens Investment Partners's AVUS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Avantis US Equity ETF (AVUS) in Q1 2023: 842 shares worth $59.7K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AVUS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AVUS in Q4 2021 and has held it in 4 quarters since. The position peaked at $261K in Q4 2021. 249 funds tracked by Wall St. Rank hold AVUS as of Q1 2023.

  • Ahrens Investment Partners held 842 shares of Avantis US Equity ETF worth $59.7K as of Q1 2023.
  • Avantis US Equity ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Avantis US Equity ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #294 holding.
  • Ahrens Investment Partners first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Avantis US Equity ETF position peaked at $261K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.