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Advisory Services Network’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Advisory Services Network’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
2023
Q2 		– Sell
-1,482
Closed -$71.6K – 1606
2023
Q1 		$71.6K Hold
1,482
– – ﹤0.01% 1830
2022
Q4 		$67.8K Buy
+1,482
New +$68.1K ﹤0.01% 1819

Other funds holding AVSU

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Advisory Services Network's AVSU Position: Q2 2023 in Review

Advisory Services Network sold out of Avantis Responsible US Equity ETF (AVSU) in Q2 2023, closing a stake of 1,482 shares — an estimated $71.6K sold.

Advisory Services Network first reported a position in AVSU in Q4 2022 and held it in 2 quarters. The position peaked at $71.6K in Q1 2023. 33 funds tracked by Wall St. Rank hold AVSU as of Q2 2023.

  • Advisory Services Network reported no remaining Avantis Responsible US Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 1,482 Avantis Responsible US Equity ETF shares in Q2 2023, an estimated $71.6K.
  • Advisory Services Network first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and held it in 2 quarters.
  • Advisory Services Network's Avantis Responsible US Equity ETF position peaked at $71.6K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.