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Money Concepts Capital’s Avantis US Equity ETF AVUS Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-10
Closed -$680 – 642
2022
Q4 		$680 Buy
+10
New +$683 ﹤0.01% 2949

Other funds holding AVUS

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American Century Companies
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PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $187B AUM 21.7% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Money Concepts Capital's AVUS Position: Q1 2023 in Review

Money Concepts Capital sold out of Avantis US Equity ETF (AVUS) in Q1 2023, closing a stake of 10 shares — an estimated $680 sold.

Money Concepts Capital first reported a position in AVUS in Q4 2022 and held it in 1 quarter. The position peaked at $680 in Q4 2022. 250 funds tracked by Wall St. Rank hold AVUS as of Q1 2023.

  • Money Concepts Capital reported no remaining Avantis US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10 Avantis US Equity ETF shares in Q1 2023, an estimated $680.
  • Money Concepts Capital first reported a position in Avantis US Equity ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Avantis US Equity ETF position peaked at $680 in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.