Empower Advisory Group
AVUS icon

Empower Advisory Group’s Avantis US Equity ETF AVUS Stock Holding History

Empower Advisory 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
-2,128
Closed -$206K – 498
2024
Q4 		$206K Hold
2,128
– – ﹤0.01% 484
2024
Q3 		$202K Buy
+2,128
New +$195K ﹤0.01% 491

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AAS
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LPL Financial
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AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
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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

Empower Advisory Group's AVUS Position: Q1 2025 in Review

Empower Advisory Group sold out of Avantis US Equity ETF (AVUS) in Q1 2025, closing a stake of 2,128 shares — an estimated $206K sold.

Empower Advisory Group first reported a position in AVUS in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 446 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Empower Advisory Group reported no remaining Avantis US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Empower Advisory Group sold 2,128 Avantis US Equity ETF shares in Q1 2025, an estimated $206K.
  • Empower Advisory Group first reported a position in Avantis US Equity ETF in Q3 2024 and held it in 2 quarters.
  • Empower Advisory Group's Avantis US Equity ETF position peaked at $206K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

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