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 Q1	$26.7K	Buy	+361	New	+$27.9K	﹤0.01%	2787

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Allworth Financial's AVSU Position: Q1 2026 in Review

Allworth Financial opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q1 2026: 361 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #2787 among its holdings.

82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Allworth Financial held 361 shares of Avantis Responsible US Equity ETF worth $26.7K as of Q1 2026.
Avantis Responsible US Equity ETF was a new Allworth Financial position in Q1 2026.
Avantis Responsible US Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2787 holding.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.