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Mach-1 Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Mach-1 Financial Group’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 		– Sell
-126
Closed -$8.93M – 199
2023
Q1 		$8.93M Buy
+126
New +$8.92K 0.06% 142
2022
Q4 		– Sell
-126
Closed -$7K – 183
2022
Q3 		$7K Hold
126
– – 0.01% 247
2022
Q2 		$8K Buy
+126
New +$8.94K 0.01% 261

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $162B AUM 16.35% 1-Year Est. Return

Mach-1 Financial Group's AVUS Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Avantis US Equity ETF (AVUS) in Q2 2023, closing a stake of 126 shares — an estimated $8.93M sold.

Mach-1 Financial Group first reported a position in AVUS in Q2 2022 and held it in 3 quarters. The position peaked at $8.93M in Q1 2023. 268 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

  • Mach-1 Financial Group reported no remaining Avantis US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 126 Avantis US Equity ETF shares in Q2 2023, an estimated $8.93M.
  • Mach-1 Financial Group first reported a position in Avantis US Equity ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's Avantis US Equity ETF position peaked at $8.93M in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.