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Cetera Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Cetera Advisors’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
Q1 		$910K Buy
10,168
+1,608
+19% +$136K 0.01% 1208
2023
Q4 		$698K Buy
8,560
+4,868
+132% +$368K 0.01% 940
2023
Q3 		$270K Buy
3,692
+206
+6% +$15.6K ﹤0.01% 1373
2023
Q2 		$262K Buy
3,486
+459
+15% +$32.8K ﹤0.01% 1371
2023
Q1 		$215K Buy
+3,027
New +$214K ﹤0.01% 1463

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Cetera Advisors's AVUS Position: Q1 2024 in Review

Cetera Advisors increased its Avantis US Equity ETF (AVUS) stake by 19% in Q1 2024, buying an estimated $136K and bringing the position to 10,168 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1208.

Cetera Advisors first reported a position in AVUS in Q1 2023 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Cetera Advisors held 10,168 shares of Avantis US Equity ETF worth $910K as of Q1 2024.
  • Cetera Advisors bought 1,608 Avantis US Equity ETF shares in Q1 2024, an estimated $136K.
  • Avantis US Equity ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1208 holding.
  • Cetera Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.