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

Wipfli 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
2022
Q3 		$141M Buy
2,256,772
+431,590
+24% +$29.6M 9.89% 2
2022
Q2 		$119M Sell
1,825,182
-147,248
-7% -$10.4M 12.91% 3
2022
Q1 		$152M Buy
1,972,430
+162,941
+9% +$12.4M 15.35% 2
2021
Q4 		$145M Buy
1,809,489
+167,800
+10% +$13.1M 16.64% 2
2021
Q3 		$121M Buy
1,641,689
+121,882
+8% +$9.17M 15.43% 3
2021
Q2 		$113M Buy
+1,519,807
New +$111M 15.93% 3

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wipfli Financial Advisors's AVUS Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 24% in Q3 2022, buying an estimated $29.6M and bringing the position to 2,256,772 shares worth $141M. The position accounts for 9.89% of the portfolio, ranked #2.

Wipfli Financial Advisors first reported a position in AVUS in Q2 2021 and has held it in 6 quarters since. The position peaked at $152M in Q1 2022. 168 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • Wipfli Financial Advisors held 2,256,772 shares of Avantis US Equity ETF worth $141M as of Q3 2022.
  • Wipfli Financial Advisors bought 431,590 Avantis US Equity ETF shares in Q3 2022, an estimated $29.6M.
  • Avantis US Equity ETF made up 9.89% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2 holding.
  • Wipfli Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • Wipfli Financial Advisors's Avantis US Equity ETF position peaked at $152M in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.