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Pacific Life Fund Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Pacific Life Fund Advisors’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
Q3 		– Sell
-489,362
Closed -$44.1M – 23
2024
Q2 		$44.1M Sell
489,362
-1,070,806
-69% -$94.6M 4.41% 8
2024
Q1 		$140M Buy
1,560,168
+79,882
+5% +$6.75M 13.7% 2
2023
Q4 		$121M Buy
1,480,286
+15,771
+1% +$1.19M 12.08% 2
2023
Q3 		$107M Sell
1,464,515
-491,759
-25% -$37.4M 11.36% 2
2023
Q2 		$147M Sell
1,956,274
-24,040
-1% -$1.72M 14.95% 2
2023
Q1 		$140M Sell
1,980,314
-103,242
-5% -$7.31M 49.69% 1
2022
Q4 		$142M Buy
+2,083,556
New +$142M 50.55% 1

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 $226B AUM 44.75% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Life Fund Advisors's AVUS Position: Q3 2024 in Review

Pacific Life Fund Advisors sold out of Avantis US Equity ETF (AVUS) in Q3 2024, closing a stake of 489,362 shares — an estimated $44.1M sold.

Pacific Life Fund Advisors first reported a position in AVUS in Q4 2022 and held it in 7 quarters. The position peaked at $147M in Q2 2023. 378 funds tracked by Wall St. Rank hold AVUS as of Q3 2024.

  • Pacific Life Fund Advisors reported no remaining Avantis US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Life Fund Advisors sold 489,362 Avantis US Equity ETF shares in Q3 2024, an estimated $44.1M.
  • Pacific Life Fund Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and held it in 7 quarters.
  • Pacific Life Fund Advisors's Avantis US Equity ETF position peaked at $147M in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2024.

Based on Pacific Life Fund Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.