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Merriman Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Merriman Wealth 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
2024
Q4 		$335K Buy
3,455
+23
+0.7% +$2.26K 0.01% 160
2024
Q3 		$327K Hold
3,432
– – 0.01% 170
2024
Q2 		$310K Sell
3,432
-358
-9% -$31.6K 0.01% 170
2024
Q1 		$339K Buy
3,790
+1
+0% +$84 0.02% 157
2023
Q4 		$309K Sell
3,789
-1,072
-22% -$81.1K 0.02% 155
2023
Q3 		$356K Hold
4,861
– – 0.02% 136
2023
Q2 		$365K Sell
4,861
-66
-1% -$4.72K 0.02% 161
2023
Q1 		$349K Sell
4,927
-6
-0.1% -$425 0.02% 151
2022
Q4 		$336K Buy
4,933
+803
+19% +$54.9K 0.02% 163
2022
Q3 		$258K Buy
4,130
+861
+26% +$59.1K 0.02% 141
2022
Q2 		$213K Hold
3,269
– – 0.02% 153
2022
Q1 		$252K Sell
3,269
-69
-2% -$5.25K 0.02% 179
2021
Q4 		$268K Buy
3,338
+69
+2% +$5.4K 0.02% 185
2021
Q3 		$241K Hold
3,269
– – 0.02% 183
2021
Q2 		$243K Sell
3,269
-365
-10% -$26.6K 0.02% 199
2021
Q1 		$252K Hold
3,634
– – 0.03% 165
2020
Q4 		$229K Buy
+3,634
New +$214K 0.02% 190
2020
Q2 		– Sell
-5,119
Closed -$209K – 162
2020
Q1 		$209K Buy
+5,119
New +$258K 0.05% 141

Other funds holding AVUS

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Merriman Wealth Management's AVUS Position: Q4 2024 in Review

Merriman Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 0.67% in Q4 2024, buying an estimated $2.26K and bringing the position to 3,455 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #160.

Merriman Wealth Management first reported a position in AVUS in Q1 2020 and has held it in 18 quarters since. The position peaked at $365K in Q2 2023. 429 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • Merriman Wealth Management held 3,455 shares of Avantis US Equity ETF worth $335K as of Q4 2024.
  • Merriman Wealth Management bought 23 Avantis US Equity ETF shares in Q4 2024, an estimated $2.26K.
  • Avantis US Equity ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #160 holding.
  • Merriman Wealth Management first reported a position in Avantis US Equity ETF in Q1 2020 and has held it in 18 quarters since.
  • Merriman Wealth Management's Avantis US Equity ETF position peaked at $365K in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.