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Francis Financial’s Avantis US Equity ETF AVUS Stock Holding History

Francis Financial’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
-2,570
Closed -$249K – 91
2024
Q4 		$249K Buy
+2,570
New +$252K 0.06% 84

Other funds holding AVUS

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Francis Financial's AVUS Position: Q1 2025 in Review

Francis Financial sold out of Avantis US Equity ETF (AVUS) in Q1 2025, closing a stake of 2,570 shares — an estimated $249K sold.

Francis Financial first reported a position in AVUS in Q4 2024 and held it in 1 quarter. The position peaked at $249K in Q4 2024. 446 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Francis Financial reported no remaining Avantis US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Francis Financial sold 2,570 Avantis US Equity ETF shares in Q1 2025, an estimated $249K.
  • Francis Financial first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Francis Financial's Avantis US Equity ETF position peaked at $249K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Francis Financial's 13F filing for Q1 2025, filed 13 May 2025.