Avantax Advisory Services’s Davis Select US Equity ETF DUSA Stock Holding History

Avantax Advisory Services’s Portfolio DUSA Stock Details DUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,558	Closed	-$207K	–	1344
2022 Q2	$207K	Hold	7,558	–	–	﹤0.01%	1190
2022 Q1	$249K	Sell	7,558 -130	-2%	-$4.39K	﹤0.01%	1093
2021 Q4	$263K	Sell	7,688 -733	-9%	-$25.5K	﹤0.01%	1038
2021 Q3	$285K	Hold	8,421	–	–	﹤0.01%	944
2021 Q2	$297K	Buy	+8,421	New	+$296K	0.01%	909

Other funds holding DUSA

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Avantax Advisory Services's DUSA Position: Q3 2022 in Review

Avantax Advisory Services sold out of Davis Select US Equity ETF (DUSA) in Q3 2022, closing a stake of 7,558 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in DUSA in Q2 2021 and held it in 5 quarters. The position peaked at $297K in Q2 2021. 45 funds tracked by Wall St. Rank hold DUSA as of Q3 2022.

Avantax Advisory Services reported no remaining Davis Select US Equity ETF position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 7,558 Davis Select US Equity ETF shares in Q3 2022, an estimated $207K.
Avantax Advisory Services first reported a position in Davis Select US Equity ETF in Q2 2021 and held it in 5 quarters.
Avantax Advisory Services's Davis Select US Equity ETF position peaked at $297K in Q2 2021.
45 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.