O'Dell Group’s Avantis US Equity ETF AVUS Stock Holding History

O'Dell 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 Q3	–	Sell	-24	Closed	-$1.79K	–	108
2023 Q2	$1.79K	Buy	+24	New	+$1.72K	﹤0.01%	446
2022 Q4	–	Sell	-23	Closed	-$1K	–	101
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	391
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	398
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	436
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	445
2021 Q3	$2K	Buy	+23	New	+$1.73K	﹤0.01%	433

Other funds holding AVUS

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

O'Dell Group's AVUS Position: Q3 2023 in Review

O'Dell Group sold out of Avantis US Equity ETF (AVUS) in Q3 2023, closing a stake of 24 shares — an estimated $1.79K sold.

O'Dell Group first reported a position in AVUS in Q3 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 275 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

O'Dell Group reported no remaining Avantis US Equity ETF position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 24 Avantis US Equity ETF shares in Q3 2023, an estimated $1.79K.
O'Dell Group first reported a position in Avantis US Equity ETF in Q3 2021 and held it in 6 quarters.
O'Dell Group's Avantis US Equity ETF position peaked at $2K in Q2 2022.
275 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.