ABLE Financial Group
AVSU icon

ABLE Financial Group’s Avantis Responsible US Equity ETF AVSU Stock Holding History

ABLE Financial Group’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.17M Buy
13,295
+2,144
+19% +$190K 0.18% 94
2026
Q2 		$987K Sell
11,151
-265
-2% -$22.2K 0.17% 98
2026
Q1 		$844K Sell
11,416
-11
-0.1% -$851 0.17% 99
2025
Q4 		$872K Buy
11,427
+531
+5% +$39.7K 0.18% 93
2025
Q3 		$802K Sell
10,896
-87
-0.8% -$6.2K 0.17% 89
2025
Q2 		$753K Buy
10,983
+4,662
+74% +$296K 0.18% 96
2025
Q1 		$394K Sell
6,321
-77
-1% -$5.1K 0.11% 124
2024
Q4 		$423K Buy
6,398
+499
+8% +$33.4K 0.12% 115
2024
Q3 		$385K Buy
5,899
+33
+0.6% +$2.08K 0.12% 124
2024
Q2 		$362K Buy
+5,866
New +$354K 0.13% 119

Other funds holding AVSU

Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Trellis Wealth Advisors
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM

ABLE Financial Group's AVSU Position: Q3 2026 in Review

ABLE Financial Group increased its Avantis Responsible US Equity ETF (AVSU) stake by 19% in Q3 2026, buying an estimated $190K and bringing the position to 13,295 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #94.

ABLE Financial Group first reported a position in AVSU in Q2 2024 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

  • ABLE Financial Group held 13,295 shares of Avantis Responsible US Equity ETF worth $1.17M as of Q3 2026.
  • ABLE Financial Group bought 2,144 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $190K.
  • Avantis Responsible US Equity ETF made up 0.18% of ABLE Financial Group's portfolio in Q3 2026, its #94 holding.
  • ABLE Financial Group first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.