FAIM
AVUS icon

Financial Advocates Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Financial Advocates Investment Management’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
2024
Q4 		– Sell
-3,650
Closed -$332K – 757
2024
Q3 		$332K Buy
+3,650
New +$335K 0.02% 571
2024
Q2 		– Sell
-3,650
Closed -$310K – 748
2024
Q1 		$310K Hold
3,650
– – 0.02% 581
2023
Q4 		$278K Buy
+3,650
New +$276K 0.02% 578

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Advocates Investment Management's AVUS Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Avantis US Equity ETF (AVUS) in Q4 2024, closing a stake of 3,650 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in AVUS in Q4 2023 and held it in 3 quarters. The position peaked at $332K in Q3 2024. 430 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Avantis US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,650 Avantis US Equity ETF shares in Q4 2024, an estimated $332K.
  • Financial Advocates Investment Management first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Avantis US Equity ETF position peaked at $332K in Q3 2024.
  • 430 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.