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

Triad 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
2023
Q3 		$456K Buy
6,227
+5
+0.1% +$380 0.16% 54
2023
Q2 		$468K Buy
6,222
+5
+0.1% +$358 0.19% 49
2023
Q1 		$441K Sell
6,217
-417
-6% -$29.5K 0.19% 49
2022
Q4 		$451K Buy
+6,634
New +$453K 0.2% 53

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

Triad Financial Advisors's AVUS Position: Q3 2023 in Review

Triad Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.08% in Q3 2023, buying an estimated $380 and bringing the position to 6,227 shares worth $456K. The position accounts for 0.16% of the portfolio, ranked #54.

Triad Financial Advisors first reported a position in AVUS in Q4 2022 and has held it in 4 quarters since. The position peaked at $468K in Q2 2023. 274 funds tracked by Wall St. Rank hold AVUS as of Q3 2023.

  • Triad Financial Advisors held 6,227 shares of Avantis US Equity ETF worth $456K as of Q3 2023.
  • Triad Financial Advisors bought 5 Avantis US Equity ETF shares in Q3 2023, an estimated $380.
  • Avantis US Equity ETF made up 0.16% of Triad Financial Advisors's portfolio in Q3 2023, its #54 holding.
  • Triad Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 4 quarters since.
  • Triad Financial Advisors's Avantis US Equity ETF position peaked at $468K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.