PFA
AVUS icon

Pure Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Pure Financial 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
Q1 		– Sell
-4,617
Closed -$377K – 314
2023
Q4 		$377K Hold
4,617
– – 0.01% 217
2023
Q3 		$338K Hold
4,617
– – 0.01% 203
2023
Q2 		$347K Hold
4,617
– – 0.01% 193
2023
Q1 		$327K Buy
+4,617
New +$327K 0.02% 193
2022
Q2 		– Sell
-2,808
Closed -$216K – 233
2022
Q1 		$216K Buy
+2,808
New +$214K 0.01% 212
2021
Q4 		– Sell
-2,847
Closed -$210K – 212
2021
Q3 		$210K Buy
+2,847
New +$214K 0.02% 186

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Pure Financial Advisors's AVUS Position: Q1 2024 in Review

Pure Financial Advisors sold out of Avantis US Equity ETF (AVUS) in Q1 2024, closing a stake of 4,617 shares — an estimated $377K sold.

Pure Financial Advisors first reported a position in AVUS in Q3 2021 and held it in 6 quarters. The position peaked at $377K in Q4 2023. 356 funds tracked by Wall St. Rank hold AVUS as of Q1 2024.

  • Pure Financial Advisors reported no remaining Avantis US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Pure Financial Advisors sold 4,617 Avantis US Equity ETF shares in Q1 2024, an estimated $377K.
  • Pure Financial Advisors first reported a position in Avantis US Equity ETF in Q3 2021 and held it in 6 quarters.
  • Pure Financial Advisors's Avantis US Equity ETF position peaked at $377K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2024.

Based on Pure Financial Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.