Caliber Wealth Management LLC KS Increases Stake in Avantis U.S. Equity ETF $AVUS

Caliber Wealth Management LLC KS increased its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 565,860 shares of the company’s stock after purchasing an additional 48,249 shares during the period. Avantis U.S. Equity ETF makes up about 6.8% of Caliber Wealth Management LLC KS’s investment portfolio, making the stock its 2nd largest position. Caliber Wealth Management LLC KS owned about 0.59% of Avantis U.S. Equity ETF worth $63,252,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of AVUS. EverSource Wealth Advisors LLC increased its position in Avantis U.S. Equity ETF by 138.7% in the second quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock worth $36,000 after purchasing an additional 208 shares during the last quarter. Parkside Financial Bank & Trust increased its position in Avantis U.S. Equity ETF by 151.0% in the third quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock worth $43,000 after purchasing an additional 237 shares during the last quarter. Trust Co. of Vermont bought a new stake in Avantis U.S. Equity ETF in the third quarter worth $51,000. Assetmark Inc. increased its position in Avantis U.S. Equity ETF by 116.0% in the third quarter. Assetmark Inc. now owns 579 shares of the company’s stock worth $63,000 after purchasing an additional 311 shares during the last quarter. Finally, Qube Research & Technologies Ltd increased its position in Avantis U.S. Equity ETF by 17.6% in the second quarter. Qube Research & Technologies Ltd now owns 964 shares of the company’s stock worth $97,000 after purchasing an additional 144 shares during the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of AVUS opened at $119.74 on Wednesday. The company’s fifty day moving average is $114.64 and its 200 day moving average is $112.79. Avantis U.S. Equity ETF has a fifty-two week low of $85.42 and a fifty-two week high of $120.96. The stock has a market capitalization of $11.84 billion, a PE ratio of 20.35 and a beta of 1.00.

Avantis U.S. Equity ETF Profile

The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.