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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
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

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OWA
Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return

ABLE Financial Group's AVSU Position: Q2 2026 in Review

ABLE Financial Group reduced its Avantis Responsible US Equity ETF (AVSU) stake by 2.3% in Q2 2026, selling an estimated $22.2K and leaving 11,151 shares worth $987K. The position accounts for 0.17% of the portfolio, ranked #98.

ABLE Financial Group first reported a position in AVSU in Q2 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • ABLE Financial Group held 11,151 shares of Avantis Responsible US Equity ETF worth $987K as of Q2 2026.
  • ABLE Financial Group sold 265 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $22.2K.
  • Avantis Responsible US Equity ETF made up 0.17% of ABLE Financial Group's portfolio in Q2 2026, its #98 holding.
  • ABLE Financial Group first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.