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Proficio Capital Partners’s Avantis US Equity ETF AVUS Stock Holding History

Proficio Capital Partners’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
-6,200
Closed -$590K – 366
2024
Q3 		$590K Buy
+6,200
New +$569K 0.06% 128
2023
Q4 		– Sell
-7,250
Closed -$531K – 303
2023
Q3 		$531K Hold
7,250
– – 0.07% 140
2023
Q2 		$545K Buy
+7,250
New +$519K 0.07% 143

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HighTower Advisors
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AP
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LPL Financial
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Northwestern Mutual Wealth Management
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Morgan Stanley
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Creative Planning
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Proficio Capital Partners's AVUS Position: Q4 2024 in Review

Proficio Capital Partners sold out of Avantis US Equity ETF (AVUS) in Q4 2024, closing a stake of 6,200 shares — an estimated $590K sold.

Proficio Capital Partners first reported a position in AVUS in Q2 2023 and held it in 3 quarters. The position peaked at $590K in Q3 2024. 429 funds tracked by Wall St. Rank hold AVUS as of Q4 2024.

  • Proficio Capital Partners reported no remaining Avantis US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Proficio Capital Partners sold 6,200 Avantis US Equity ETF shares in Q4 2024, an estimated $590K.
  • Proficio Capital Partners first reported a position in Avantis US Equity ETF in Q2 2023 and held it in 3 quarters.
  • Proficio Capital Partners's Avantis US Equity ETF position peaked at $590K in Q3 2024.
  • 429 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2024.

Based on Proficio Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.