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Safeguard Financial’s Avantis US Equity ETF AVUS Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-858
Closed -$64K – 105
2023
Q2 		$64K Sell
858
-10,165
-92% -$727K 0.03% 137
2023
Q1 		$781K Buy
+11,023
New +$780K 0.47% 33

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Safeguard Financial's AVUS Position: Q3 2023 in Review

Safeguard Financial sold out of Avantis US Equity ETF (AVUS) in Q3 2023, closing a stake of 858 shares — an estimated $64K sold.

Safeguard Financial first reported a position in AVUS in Q1 2023 and held it in 2 quarters. The position peaked at $781K in Q1 2023. 274 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

  • Safeguard Financial reported no remaining Avantis US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 858 Avantis US Equity ETF shares in Q3 2023, an estimated $64K.
  • Safeguard Financial first reported a position in Avantis US Equity ETF in Q1 2023 and held it in 2 quarters.
  • Safeguard Financial's Avantis US Equity ETF position peaked at $781K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.