JWM
AVUS icon

Janiczek Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Janiczek Wealth 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
Q2 		$17.8K Hold
197
– – ﹤0.01% 579
2024
Q1 		$17.6K Hold
197
– – ﹤0.01% 590
2023
Q4 		$16.1K Hold
197
– – ﹤0.01% 581
2023
Q3 		$14.4K Hold
197
– – ﹤0.01% 565
2023
Q2 		$14.8K Hold
197
– – ﹤0.01% 500
2023
Q1 		$14K Hold
197
– – ﹤0.01% 511
2022
Q4 		$14K Hold
197
– – ﹤0.01% 506
2022
Q3 		$13K Hold
197
– – ﹤0.01% 503
2022
Q2 		$14K Hold
197
– – ﹤0.01% 512
2022
Q1 		$15K Buy
197
+152
+338% +$11.6K ﹤0.01% 500
2021
Q4 		$4K Buy
+45
New +$3.52K ﹤0.01% 725

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janiczek Wealth Management's AVUS Position: Q2 2024 in Review

Janiczek Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2024 at 197 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Janiczek Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Janiczek Wealth Management held 197 shares of Avantis US Equity ETF worth $17.8K as of Q2 2024.
  • Janiczek Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2024.
  • Avantis US Equity ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #579 holding.
  • Janiczek Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 11 quarters since.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.