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Leo Brokerage’s Avantis US Equity ETF AVUS Stock Holding History

Leo Brokerage’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
2023
Q2 		$55.2M Buy
734,670
+361,073
+97% +$25.8M 6.3% 2
2023
Q1 		$26.5M Buy
+373,597
New +$26.4M 3.96% 5

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Leo Brokerage's AVUS Position: Q2 2023 in Review

Leo Brokerage increased its Avantis US Equity ETF (AVUS) stake by 97% in Q2 2023, buying an estimated $25.8M and bringing the position to 734,670 shares worth $55.2M. The position accounts for 6.3% of the portfolio, ranked #2.

Leo Brokerage first reported a position in AVUS in Q1 2023 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

  • Leo Brokerage held 734,670 shares of Avantis US Equity ETF worth $55.2M as of Q2 2023.
  • Leo Brokerage bought 361,073 Avantis US Equity ETF shares in Q2 2023, an estimated $25.8M.
  • Avantis US Equity ETF made up 6.3% of Leo Brokerage's portfolio in Q2 2023, its #2 holding.
  • Leo Brokerage first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.