Axxcess Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Axxcess Wealth Management’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 Q3	–	Sell	-4,708	Closed	-$323K	–	928
2025 Q2	$323K	Buy	4,708 +5	+0.1%	+$318	0.01%	701
2025 Q1	$293K	Buy	4,703 +5	+0.1%	+$331	0.01%	688
2024 Q4	$311K	Buy	4,698 +6	+0.1%	+$402	0.01%	660
2024 Q3	$306K	Buy	4,692 +1,007	+27%	+$63.4K	0.01%	681
2024 Q2	$228K	Buy	+3,685	New	+$222K	0.01%	746

Other funds holding AVSU

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

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Axxcess Wealth Management's AVSU Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Avantis Responsible US Equity ETF (AVSU) in Q3 2025, closing a stake of 4,708 shares — an estimated $323K sold.

Axxcess Wealth Management first reported a position in AVSU in Q2 2024 and held it in 5 quarters. The position peaked at $323K in Q2 2025. 73 funds tracked by Wall St. Rank hold AVSU as of Q3 2025.

Axxcess Wealth Management reported no remaining Avantis Responsible US Equity ETF position as of Q3 2025 after selling out during the quarter.
Axxcess Wealth Management sold 4,708 Avantis Responsible US Equity ETF shares in Q3 2025, an estimated $323K.
Axxcess Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and held it in 5 quarters.
Axxcess Wealth Management's Avantis Responsible US Equity ETF position peaked at $323K in Q2 2025.
73 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.