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Marquette Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Marquette Asset Management’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
Q3 		– Sell
-40,500
Closed -$2.63M – 247
2022
Q2 		$2.63M Hold
40,500
– – 0.75% 26
2022
Q1 		$3.12M Hold
40,500
– – 0.73% 25
2021
Q4 		$3.25M Hold
40,500
– – 0.68% 25
2021
Q3 		$2.98M Hold
40,500
– – 0.67% 28
2021
Q2 		$3.01M Hold
40,500
– – 0.66% 27
2021
Q1 		$2.81M Hold
40,500
– – 0.68% 27
2020
Q4 		$2.55M Buy
+40,500
New +$2.38M 0.59% 28

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Marquette Asset Management's AVUS Position: Q3 2022 in Review

Marquette Asset Management sold out of Avantis US Equity ETF (AVUS) in Q3 2022, closing a stake of 40,500 shares — an estimated $2.63M sold.

Marquette Asset Management first reported a position in AVUS in Q4 2020 and held it in 7 quarters. The position peaked at $3.25M in Q4 2021. 169 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • Marquette Asset Management reported no remaining Avantis US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Marquette Asset Management sold 40,500 Avantis US Equity ETF shares in Q3 2022, an estimated $2.63M.
  • Marquette Asset Management first reported a position in Avantis US Equity ETF in Q4 2020 and held it in 7 quarters.
  • Marquette Asset Management's Avantis US Equity ETF position peaked at $3.25M in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on Marquette Asset Management's 13F filing for Q3 2022, filed 6 Oct 2022.