Action Point Financial Planning’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Action Point Financial Planning’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	$1.85M	Buy	+20,916	New	+$1.75M	0.19%	110

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

Action Point Financial Planning's AVSU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q2 2026: 20,916 shares worth $1.85M. The stake represents 0.19% of the portfolio and ranks #110 among its holdings.

90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Action Point Financial Planning held 20,916 shares of Avantis Responsible US Equity ETF worth $1.85M as of Q2 2026.
Avantis Responsible US Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Avantis Responsible US Equity ETF made up 0.19% of Action Point Financial Planning's portfolio in Q2 2026, its #110 holding.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.