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Lindbrook Capital’s Avantis US Equity ETF AVUS Stock Holding History

Lindbrook Capital’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 		– Sell
-1,195
Closed -$107K – 2763
2024
Q1 		$107K Hold
1,195
– – 0.01% 513
2023
Q4 		$97.5K Hold
1,195
– – 0.01% 529
2023
Q3 		$87.5K Buy
+1,195
New +$90.8K 0.01% 507

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

Lindbrook Capital's AVUS Position: Q2 2024 in Review

Lindbrook Capital sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 1,195 shares — an estimated $107K sold.

Lindbrook Capital first reported a position in AVUS in Q3 2023 and held it in 3 quarters. The position peaked at $107K in Q1 2024. 364 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Lindbrook Capital reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 1,195 Avantis US Equity ETF shares in Q2 2024, an estimated $107K.
  • Lindbrook Capital first reported a position in Avantis US Equity ETF in Q3 2023 and held it in 3 quarters.
  • Lindbrook Capital's Avantis US Equity ETF position peaked at $107K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.