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Brainard Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Brainard Capital 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
2023
Q1 		$2.66M Buy
37,559
+1,763
+5% +$125K 2.04% 17
2022
Q4 		$2.43M Buy
+35,796
New +$2.45M 2.06% 15

Other funds holding AVUS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $445B AUM 25.58% 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 $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

Brainard Capital Management's AVUS Position: Q1 2023 in Review

Brainard Capital Management increased its Avantis US Equity ETF (AVUS) stake by 4.9% in Q1 2023, buying an estimated $125K and bringing the position to 37,559 shares worth $2.66M. The position accounts for 2.04% of the portfolio, ranked #17.

Brainard Capital Management first reported a position in AVUS in Q4 2022 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold AVUS as of Q1 2023.

  • Brainard Capital Management held 37,559 shares of Avantis US Equity ETF worth $2.66M as of Q1 2023.
  • Brainard Capital Management bought 1,763 Avantis US Equity ETF shares in Q1 2023, an estimated $125K.
  • Avantis US Equity ETF made up 2.04% of Brainard Capital Management's portfolio in Q1 2023, its #17 holding.
  • Brainard Capital Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.