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SOA Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

SOA Wealth 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
-32
Closed -$2.86K – 856
2024
Q1 		$2.86K Hold
32
– – ﹤0.01% 667
2023
Q4 		$2.61K Hold
32
– – ﹤0.01% 669
2023
Q3 		$2.34K Hold
32
– – ﹤0.01% 700
2023
Q2 		$2.41K Hold
32
– – ﹤0.01% 704
2023
Q1 		$2.27K Hold
32
– – ﹤0.01% 713
2022
Q4 		$2.18K Buy
+32
New +$2.19K ﹤0.01% 731

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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

SOA Wealth Advisors's AVUS Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 32 shares — an estimated $2.86K sold.

SOA Wealth Advisors first reported a position in AVUS in Q4 2022 and held it in 6 quarters. The position peaked at $2.86K in Q1 2024. 365 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 32 Avantis US Equity ETF shares in Q2 2024, an estimated $2.86K.
  • SOA Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and held it in 6 quarters.
  • SOA Wealth Advisors's Avantis US Equity ETF position peaked at $2.86K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.