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

Avantax Advisory Services’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
2025 Q2	$429K	Sell	6,255 -644	-9%	-$40.9K	﹤0.01%	1679
2025 Q1	$430K	Sell	6,899 -3,554	-34%	-$235K	﹤0.01%	1606
2024 Q4	$691K	Sell	10,453 -15	-0.1%	-$1K	﹤0.01%	1246
2024 Q3	$684K	Buy	10,468 +82	+0.8%	+$5.16K	﹤0.01%	1223
2024 Q2	$641K	Sell	10,386 -242	-2%	-$14.6K	﹤0.01%	1214
2024 Q1	$653K	Buy	+10,628	New	+$619K	0.01%	925

Other funds holding AVSU

MPW

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

CAM

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Avantax Advisory Services's AVSU Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avantis Responsible US Equity ETF (AVSU) stake by 9.3% in Q2 2025, selling an estimated $40.9K and leaving 6,255 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Avantax Advisory Services first reported a position in AVSU in Q1 2024 and has held it in 6 quarters since. The position peaked at $691K in Q4 2024. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2025.

Avantax Advisory Services held 6,255 shares of Avantis Responsible US Equity ETF worth $429K as of Q2 2025.
Avantax Advisory Services sold 644 Avantis Responsible US Equity ETF shares in Q2 2025, an estimated $40.9K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1679 holding.
Avantax Advisory Services first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Avantis Responsible US Equity ETF position peaked at $691K in Q4 2024.
71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.