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Axim Planning & Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Axim Planning & Wealth’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 		– Sell
-381
Closed -$24K – 35
2022
Q3 		$24K Buy
381
+375
+6,250% +$25.8K 0.02% 75
2022
Q2 		$0 Buy
+6
New +$426 ﹤0.01% 148

Other funds holding AVUS

Creative Planning
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PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Axim Planning & Wealth's AVUS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Avantis US Equity ETF (AVUS) in Q4 2022, closing a stake of 381 shares — an estimated $24K sold.

Axim Planning & Wealth first reported a position in AVUS in Q2 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 215 funds tracked by Wall St. Rank hold AVUS as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Avantis US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 381 Avantis US Equity ETF shares in Q4 2022, an estimated $24K.
  • Axim Planning & Wealth first reported a position in Avantis US Equity ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Avantis US Equity ETF position peaked at $24K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.