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Level Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Level Financial Advisors’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
2022
Q2 		– Sell
-88
Closed -$7K – 302
2022
Q1 		$7K Buy
88
+1
+1% +$76 0.01% 167
2021
Q4 		$7K Buy
+87
New +$6.81K 0.01% 188

Other funds holding AVUS

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
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
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Level Financial Advisors's AVUS Position: Q2 2022 in Review

Level Financial Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2022, closing a stake of 88 shares — an estimated $7K sold.

Level Financial Advisors first reported a position in AVUS in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 163 funds tracked by Wall St. Rank hold AVUS as of Q2 2022.

  • Level Financial Advisors reported no remaining Avantis US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Level Financial Advisors sold 88 Avantis US Equity ETF shares in Q2 2022, an estimated $7K.
  • Level Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 2 quarters.
  • Level Financial Advisors's Avantis US Equity ETF position peaked at $7K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2022.

Based on Level Financial Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.