CWP
AVUS icon

Concord Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-10
Closed -$1K – 1236
2022
Q1 		$1K Buy
10
+9
+900% +$685 ﹤0.01% 1169
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1298
2021
Q3 		$0 Buy
+1
New +$75 ﹤0.01% 912

Other funds holding AVUS

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Concord Wealth Partners's AVUS Position: Q2 2022 in Review

Concord Wealth Partners sold out of Avantis US Equity ETF (AVUS) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in AVUS in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 163 funds tracked by Wall St. Rank hold AVUS as of Q2 2022.

  • Concord Wealth Partners reported no remaining Avantis US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Avantis US Equity ETF shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Avantis US Equity ETF in Q3 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Avantis US Equity ETF position peaked at $1K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.