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Pension & Wealth Management Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Pension & Wealth Management 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
Q2 		– Sell
-200
Closed -$17.9K – 363
2024
Q1 		$17.9K Buy
+200
New +$16.9K 0.01% 248

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Pension & Wealth Management Advisors's AVUS Position: Q2 2024 in Review

Pension & Wealth Management Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 200 shares — an estimated $17.9K sold.

Pension & Wealth Management Advisors first reported a position in AVUS in Q1 2024 and held it in 1 quarter. The position peaked at $17.9K in Q1 2024. 365 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Pension & Wealth Management Advisors reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 200 Avantis US Equity ETF shares in Q2 2024, an estimated $17.9K.
  • Pension & Wealth Management Advisors first reported a position in Avantis US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Avantis US Equity ETF position peaked at $17.9K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2024, filed 7 Aug 2026.