AWM Capital’s Avantis Responsible US Equity ETF AVSU Stock Holding History

AWM Capital’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	$2.93M	Buy	33,091 +11	+0%	+$921	0.23%	32
2026 Q1	$2.45M	Buy	33,080 +10	+0%	+$773	0.22%	34
2025 Q4	$2.52M	Buy	33,070 +12	+0%	+$898	0.23%	33
2025 Q3	$2.43M	Buy	33,058 +84	+0.3%	+$5.98K	0.22%	33
2025 Q2	$2.26M	Buy	32,974 +81	+0.2%	+$5.15K	0.24%	32
2025 Q1	$2.05M	Hold	32,893	–	–	0.24%	32
2024 Q4	$2.17M	Hold	32,893	–	–	0.27%	31
2024 Q3	$2.15M	Hold	32,893	–	–	0.26%	30
2024 Q2	$2.03M	Hold	32,893	–	–	0.31%	30
2024 Q1	$2.02M	Hold	32,893	–	–	0.34%	31
2023 Q4	$1.85M	Hold	32,893	–	–	0.34%	30
2023 Q3	$1.63M	Hold	32,893	–	–	0.33%	33
2023 Q2	$1.7M	Hold	32,893	–	–	0.41%	32
2023 Q1	$1.59M	Hold	32,893	–	–	0.45%	32
2022 Q4	$1.5M	Buy	+32,893	New	+$1.51M	0.51%	28

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

AWM Capital's AVSU Position: Q2 2026 in Review

AWM Capital increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.03% in Q2 2026, buying an estimated $921 and bringing the position to 33,091 shares worth $2.93M. The position accounts for 0.23% of the portfolio, ranked #32.

AWM Capital first reported a position in AVSU in Q4 2022 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

AWM Capital held 33,091 shares of Avantis Responsible US Equity ETF worth $2.93M as of Q2 2026.
AWM Capital bought 11 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $921.
Avantis Responsible US Equity ETF made up 0.23% of AWM Capital's portfolio in Q2 2026, its #32 holding.
AWM Capital first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 15 quarters since.
71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.