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

Allworth Financial’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 		$32K Hold
361
– – ﹤0.01% 2845
2026
Q1 		$26.7K Buy
+361
New +$27.9K ﹤0.01% 2787

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
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

Allworth Financial's AVSU Position: Q2 2026 in Review

Allworth Financial held its Avantis Responsible US Equity ETF (AVSU) position steady in Q2 2026 at 361 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Allworth Financial first reported a position in AVSU in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Allworth Financial held 361 shares of Avantis Responsible US Equity ETF worth $32K as of Q2 2026.
  • Allworth Financial left its Avantis Responsible US Equity ETF share count unchanged in Q2 2026.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2845 holding.
  • Allworth Financial first reported a position in Avantis Responsible US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.