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Transcendent Capital Group’s Avantis US Equity ETF AVUS Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-100
Closed -$9.73K – 112
2024
Q4 		$9.73K Buy
+100
New +$9.82K 0.01% 344

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Transcendent Capital Group's AVUS Position: Q1 2025 in Review

Transcendent Capital Group sold out of Avantis US Equity ETF (AVUS) in Q1 2025, closing a stake of 100 shares — an estimated $9.73K sold.

Transcendent Capital Group first reported a position in AVUS in Q4 2024 and held it in 1 quarter. The position peaked at $9.73K in Q4 2024. 447 funds tracked by Wall St. Rank hold AVUS as of Q1 2025.

  • Transcendent Capital Group reported no remaining Avantis US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 100 Avantis US Equity ETF shares in Q1 2025, an estimated $9.73K.
  • Transcendent Capital Group first reported a position in Avantis US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Transcendent Capital Group's Avantis US Equity ETF position peaked at $9.73K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.