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CLA (CliftonLarsonAllen) Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q1 		– Sell
-24,618
Closed -$1.67M – 188
2022
Q4 		$1.67M Buy
+24,618
New +$1.68M 0.06% 114
2022
Q2 		– Sell
-13,627
Closed -$1.05M – 181
2022
Q1 		$1.05M Buy
+13,627
New +$1.04M 0.04% 139

Other funds holding AVUS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

CLA (CliftonLarsonAllen) Wealth Advisors's AVUS Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q1 2023, closing a stake of 24,618 shares — an estimated $1.67M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AVUS in Q1 2022 and held it in 2 quarters. The position peaked at $1.67M in Q4 2022. 249 funds tracked by Wall St. Rank hold AVUS as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 24,618 Avantis US Equity ETF shares in Q1 2023, an estimated $1.67M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2022 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Avantis US Equity ETF position peaked at $1.67M in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.