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

Brookstone 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
2025
Q1 		– Sell
-2,417
Closed -$234K – 1021
2024
Q4 		$234K Hold
2,417
– – ﹤0.01% 905
2024
Q3 		$230K Sell
2,417
-59
-2% -$5.42K ﹤0.01% 920
2024
Q2 		$231K Buy
+2,476
New +$219K ﹤0.01% 873

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Brookstone Capital Management's AVUS Position: Q1 2025 in Review

Brookstone Capital Management sold out of Avantis US Equity ETF (AVUS) in Q1 2025, closing a stake of 2,417 shares — an estimated $234K sold.

Brookstone Capital Management first reported a position in AVUS in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q4 2024. 446 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Brookstone Capital Management reported no remaining Avantis US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 2,417 Avantis US Equity ETF shares in Q1 2025, an estimated $234K.
  • Brookstone Capital Management first reported a position in Avantis US Equity ETF in Q2 2024 and held it in 3 quarters.
  • Brookstone Capital Management's Avantis US Equity ETF position peaked at $234K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.