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Buckingham Strategic Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Buckingham Strategic 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
2024
Q2 		$30.3M Buy
336,405
+4,518
+1% +$399K 0.31% 50
2024
Q1 		$29.7M Sell
331,887
-17,000
-5% -$1.44M 0.31% 48
2023
Q4 		$28.5M Buy
348,887
+1,872
+0.5% +$142K 0.34% 43
2023
Q3 		$25.4M Sell
347,015
-16,746
-5% -$1.27M 0.36% 39
2023
Q2 		$27.4M Buy
363,761
+141,071
+63% +$10.1M 0.39% 37
2023
Q1 		$15.1M Hold
222,690
– – 0.28% 49
2022
Q4 		$15.1M Buy
222,690
+55,192
+33% +$3.77M 0.28% 49
2022
Q3 		$10.4M Buy
167,498
+57,116
+52% +$3.92M 0.21% 57
2022
Q2 		$7.18M Buy
110,382
+40,915
+59% +$2.9M 0.14% 84
2022
Q1 		$5.36M Buy
69,467
+27,881
+67% +$2.12M 0.11% 103
2021
Q4 		$3.33M Buy
+41,586
New +$3.26M 0.06% 136
2020
Q3 		– Sell
-5,233
Closed -$261K – 479
2020
Q2 		$261K Buy
+5,233
New +$245K 0.02% 336

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buckingham Strategic Wealth's AVUS Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2024, buying an estimated $399K and bringing the position to 336,405 shares worth $30.3M. The position accounts for 0.31% of the portfolio, ranked #50.

Buckingham Strategic Wealth first reported a position in AVUS in Q2 2020 and has held it in 12 quarters since. 364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Buckingham Strategic Wealth held 336,405 shares of Avantis US Equity ETF worth $30.3M as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,518 Avantis US Equity ETF shares in Q2 2024, an estimated $399K.
  • Avantis US Equity ETF made up 0.31% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #50 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis US Equity ETF in Q2 2020 and has held it in 12 quarters since.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.