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
2026 Q2	$216K	Buy	+2,442	New	+$204K	﹤0.01%	980
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

MPW

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Axxcess Wealth Management's AVSU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q2 2026: 2,442 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVSU as recently as Q2 2025.

Axxcess Wealth Management first reported a position in AVSU in Q2 2024 and has held it in 6 quarters since. The position peaked at $323K in Q2 2025. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Axxcess Wealth Management held 2,442 shares of Avantis Responsible US Equity ETF worth $216K as of Q2 2026.
Avantis Responsible US Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis Responsible US Equity ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #980 holding.
Axxcess Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and has held it in 6 quarters since.
Axxcess Wealth Management's Avantis Responsible US Equity ETF position peaked at $323K in Q2 2025.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.