Ken Fisher
AVUS icon

Ken Fisher’s Avantis US Equity ETF AVUS Stock Holding History

Ken Fisher’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
-3,251
Closed -$265K – 969
2023
Q4 		$265K Buy
+3,251
New +$246K ﹤0.01% 889

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 $103B AUM 28.65% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Ken Fisher's AVUS Position: Q1 2024 in Review

Ken Fisher sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 3,251 shares — an estimated $265K sold.

Ken Fisher first reported a position in AVUS in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 355 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Ken Fisher reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 3,251 Avantis US Equity ETF shares in Q1 2024, an estimated $265K.
  • Ken Fisher first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 1 quarter.
  • Ken Fisher's Avantis US Equity ETF position peaked at $265K in Q4 2023.
  • 355 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.