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

Ten Capital 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
2023
Q1 		– Sell
-2,365
Closed -$161K – 573
2022
Q4 		$161K Hold
2,365
– – 0.06% 99
2022
Q3 		$147K Hold
2,365
– – 0.07% 95
2022
Q2 		$154K Hold
2,365
– – 0.07% 92
2022
Q1 		$182K Buy
+2,365
New +$180K 0.08% 86

Other funds holding AVUS

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ten Capital Wealth Advisors's AVUS Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Avantis US Equity ETF (AVUS) in Q1 2023, closing a stake of 2,365 shares — an estimated $161K sold.

Ten Capital Wealth Advisors first reported a position in AVUS in Q1 2022 and held it in 4 quarters. The position peaked at $182K in Q1 2022. 250 funds tracked by Wall St. Rank hold AVUS as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Avantis US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 2,365 Avantis US Equity ETF shares in Q1 2023, an estimated $161K.
  • Ten Capital Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2022 and held it in 4 quarters.
  • Ten Capital Wealth Advisors's Avantis US Equity ETF position peaked at $182K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.