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Objective Capital Management’s Avantis US Equity ETF AVUS Stock Holding History

Objective Capital 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 		– Sell
-2,990
Closed -$284K – 139
2024
Q3 		$284K Buy
+2,990
New +$275K 0.17% 116
2024
Q1 		$268K Sell
2,990
-1,000
-25% -$84.4K 0.18% 106
2023
Q4 		$325K Sell
3,990
-300
-7% -$22.7K 0.25% 86
2023
Q3 		$314K Buy
4,290
+1,190
+38% +$90.4K 0.28% 75
2023
Q2 		$233K Buy
+3,100
New +$222K 0.2% 84

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

Objective Capital Management's AVUS Position: Q4 2024 in Review

Objective Capital Management sold out of Avantis US Equity ETF (AVUS) in Q4 2024, closing a stake of 2,990 shares — an estimated $284K sold.

Objective Capital Management first reported a position in AVUS in Q2 2023 and held it in 5 quarters. The position peaked at $325K in Q4 2023. 429 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • Objective Capital Management reported no remaining Avantis US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Objective Capital Management sold 2,990 Avantis US Equity ETF shares in Q4 2024, an estimated $284K.
  • Objective Capital Management first reported a position in Avantis US Equity ETF in Q2 2023 and held it in 5 quarters.
  • Objective Capital Management's Avantis US Equity ETF position peaked at $325K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.