Advus Financial Partners, LLC current holdings: USA ETF
Advus Financial Partners, LLC reported $0.32 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 109 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are ITOT, IVV, ACWX.
- NVBW: Country of operation —; Class ALLIANZIM US EQT; Shares 6,637; Value $236,377.
- CBOY: Country of operation —; Class BITCOIN STRUCTRD; Shares 9,155; Value $224,207.
- SCHC: Country of operation —; Class INTL SCEQT ETF; Shares 4,562; Value $219,532.
- IGV: Country of operation —; Class EXPANDED TECH; Shares 2,401; Value $217,547.
Form 13F-HR as filed (SEC CIK 2150676): quarter ended 2026-06-30, filed 2026-08-25. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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