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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Avantis US Equity ETF AVUS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-200
Closed -$17.9K – 363
2024
Q1 		$17.9K Buy
+200
New +$16.9K 0.01% 248

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AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
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AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AVUS Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 200 shares — an estimated $17.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AVUS in Q1 2024 and held it in 1 quarter. The position peaked at $17.9K in Q1 2024. 365 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Avantis US Equity ETF shares in Q2 2024, an estimated $17.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Avantis US Equity ETF in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Avantis US Equity ETF position peaked at $17.9K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.