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Old Mission Capital’s Avantis US Equity ETF AVUS Stock Holding History

Old Mission 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
2024
Q2 		– Sell
-3,534
Closed -$316K – 1321
2024
Q1 		$316K Buy
+3,534
New +$298K 0.01% 898
2022
Q3 		– Sell
-28,945
Closed -$1.88M – 974
2022
Q2 		$1.88M Buy
28,945
+13,818
+91% +$980K 0.05% 352
2022
Q1 		$1.17M Sell
15,127
-20,416
-57% -$1.56M 0.03% 438
2021
Q4 		$2.85M Buy
+35,543
New +$2.78M 0.12% 171

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Mission Capital's AVUS Position: Q2 2024 in Review

Old Mission Capital sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 3,534 shares — an estimated $316K sold.

Old Mission Capital first reported a position in AVUS in Q4 2021 and held it in 4 quarters. The position peaked at $2.85M in Q4 2021. 365 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Old Mission Capital reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 3,534 Avantis US Equity ETF shares in Q2 2024, an estimated $316K.
  • Old Mission Capital first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 4 quarters.
  • Old Mission Capital's Avantis US Equity ETF position peaked at $2.85M in Q4 2021.
  • 365 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.