CFG
AVUS icon

Citizens Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Citizens Financial Group’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
-5,905
Closed -$572K – 616
2024
Q4 		$572K Sell
5,905
-2,104
-26% -$207K 0.01% 375
2024
Q3 		$762K Buy
+8,009
New +$736K 0.02% 331

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

Citizens Financial Group's AVUS Position: Q1 2025 in Review

Citizens Financial Group sold out of Avantis US Equity ETF (AVUS) in Q1 2025, closing a stake of 5,905 shares — an estimated $572K sold.

Citizens Financial Group first reported a position in AVUS in Q3 2024 and held it in 2 quarters. The position peaked at $762K in Q3 2024. 446 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Citizens Financial Group reported no remaining Avantis US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Citizens Financial Group sold 5,905 Avantis US Equity ETF shares in Q1 2025, an estimated $572K.
  • Citizens Financial Group first reported a position in Avantis US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Citizens Financial Group's Avantis US Equity ETF position peaked at $762K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Citizens Financial Group's 13F filing for Q1 2025, filed 9 May 2025.