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Burleson & Co’s Avantis US Equity ETF AVUS Stock Holding History

Burleson & Co’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 		$129K Buy
1,897
+1,655
+684% +$113K 0.03% 143
2022
Q3 		$15K Hold
242
– – ﹤0.01% 257
2022
Q2 		$16K Buy
242
+1
+0.4% +$71 ﹤0.01% 241
2022
Q1 		$19K Buy
241
+1
+0.4% +$76 ﹤0.01% 234
2021
Q4 		$19K Buy
240
+1
+0.4% +$78 ﹤0.01% 231
2021
Q3 		$18K Sell
239
-1
-0.4% -$75 ﹤0.01% 231
2021
Q2 		$18K Sell
240
-35
-13% -$2.55K ﹤0.01% 240
2021
Q1 		$19K Buy
+275
New +$18.4K ﹤0.01% 229

Other funds holding AVUS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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 $103B AUM 28.65% 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

Burleson & Co's AVUS Position: Q4 2022 in Review

Burleson & Co increased its Avantis US Equity ETF (AVUS) stake by 684% in Q4 2022, buying an estimated $113K and bringing the position to 1,897 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #143.

Burleson & Co first reported a position in AVUS in Q1 2021 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold AVUS as of Q4 2022.

  • Burleson & Co held 1,897 shares of Avantis US Equity ETF worth $129K as of Q4 2022.
  • Burleson & Co bought 1,655 Avantis US Equity ETF shares in Q4 2022, an estimated $113K.
  • Avantis US Equity ETF made up 0.03% of Burleson & Co's portfolio in Q4 2022, its #143 holding.
  • Burleson & Co first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 8 quarters since.
  • 216 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.