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Arax Advisory Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Arax Advisory Partners’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 		– Sell
-202
Closed -$15.4K – 3821
2025
Q4 		$15.4K Buy
+202
New +$15.1K ﹤0.01% 2256

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

Arax Advisory Partners's AVSU Position: Q1 2026 in Review

Arax Advisory Partners sold out of Avantis Responsible US Equity ETF (AVSU) in Q1 2026, closing a stake of 202 shares — an estimated $15.4K sold.

Arax Advisory Partners first reported a position in AVSU in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Arax Advisory Partners reported no remaining Avantis Responsible US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 202 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $15.4K.
  • Arax Advisory Partners first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Avantis Responsible US Equity ETF position peaked at $15.4K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.