Citadel Advisors
AVUS icon

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

Citadel 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
2025
Q4 		– Sell
-1,854
Closed -$204K – 12649
2025
Q3 		$202K Sell
1,854
-1,600
-46% -$168K ﹤0.01% 11251
2025
Q2 		$348K Sell
3,454
-5,712
-62% -$535K ﹤0.01% 9456
2025
Q1 		$847K Sell
9,166
-1,531
-14% -$149K ﹤0.01% 7324
2024
Q4 		$1.04M Buy
10,697
+6,819
+176% +$670K ﹤0.01% 6933
2024
Q3 		$369K Sell
3,878
-19,894
-84% -$1.83M ﹤0.01% 8876
2024
Q2 		$2.14M Buy
23,772
+12,423
+109% +$1.1M ﹤0.01% 5174
2024
Q1 		$1.02M Buy
+11,349
New +$958K ﹤0.01% 6889
2023
Q3 		– Sell
-4,425
Closed -$336K – 14267
2023
Q2 		$333K Sell
4,425
-43,169
-91% -$3.09M ﹤0.01% 8815
2023
Q1 		$3.37M Buy
+47,594
New +$3.37M ﹤0.01% 4450
2021
Q4 		– Sell
-3,951
Closed -$291K – 13775
2021
Q3 		$291K Buy
+3,951
New +$297K ﹤0.01% 11114
2021
Q2 		– Sell
-73,675
Closed -$5.11M – 13646
2021
Q1 		$5.11M Buy
73,675
+60,502
+459% +$4.05M ﹤0.01% 4212
2020
Q4 		$830K Sell
13,173
-30,496
-70% -$1.79M ﹤0.01% 7179
2020
Q3 		$2.36M Sell
43,669
-5,640
-11% -$301K ﹤0.01% 4425
2020
Q2 		$2.46M Buy
+49,309
New +$2.31M ﹤0.01% 4191

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
FPI
Financial Plan Inc Bellingham, Washington $933M AUM