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

Fortitude 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
2024
Q1 		– Sell
-5,086
Closed -$415K – 219
2023
Q4 		$415K Hold
5,086
– – 0.25% 91
2023
Q3 		$373K Hold
5,086
– – 0.25% 92
2023
Q2 		$382K Buy
5,086
+557
+12% +$39.9K 0.28% 92
2023
Q1 		$321K Hold
4,529
– – 0.25% 108
2022
Q4 		$308K Hold
4,529
– – 0.26% 113
2022
Q3 		$282K Hold
4,529
– – 0.27% 102
2022
Q2 		$295K Hold
4,529
– – 0.27% 104
2022
Q1 		$349K Hold
4,529
– – 0.19% 97
2021
Q4 		$363K Buy
+4,529
New +$355K 0.18% 100

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Fortitude Advisory Group's AVUS Position: Q1 2024 in Review

Fortitude Advisory Group sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 5,086 shares — an estimated $415K sold.

Fortitude Advisory Group first reported a position in AVUS in Q4 2021 and held it in 9 quarters. The position peaked at $415K in Q4 2023. 355 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Fortitude Advisory Group reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 5,086 Avantis US Equity ETF shares in Q1 2024, an estimated $415K.
  • Fortitude Advisory Group first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 9 quarters.
  • Fortitude Advisory Group's Avantis US Equity ETF position peaked at $415K in Q4 2023.
  • 355 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.