Align Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Align Wealth 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
2022 Q4	$491K	Buy	+7,869	New	+$538K	0.41%	19

Other funds holding AVUS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Align Wealth Management's AVUS Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avantis US Equity ETF (AVUS) in Q4 2022: 7,869 shares worth $491K. The stake represents 0.41% of the portfolio and ranks #19 among its holdings.

216 funds tracked by Wall St. Rank hold AVUS as of Q4 2022.

Align Wealth Management held 7,869 shares of Avantis US Equity ETF worth $491K as of Q4 2022.
Avantis US Equity ETF was a new Align Wealth Management position in Q4 2022.
Avantis US Equity ETF made up 0.41% of Align Wealth Management's portfolio in Q4 2022, its #19 holding.
216 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.