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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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. 90 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.
90 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.