BFSG LLC’s Avantis Responsible US Equity ETF AVSU Stock Holding History

BFSG LLC’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	$1.61M	Buy	21,730 +2,117	+11%	+$164K	0.15%	141
2025 Q4	$1.5M	Buy	19,613 +2,404	+14%	+$180K	0.15%	145
2025 Q3	$1.27M	Buy	17,209 +3,685	+27%	+$262K	0.12%	162
2025 Q2	$928K	Buy	13,524 +1,479	+12%	+$94K	0.1%	166
2025 Q1	$751K	Buy	12,045 +3,874	+47%	+$257K	0.09%	165
2024 Q4	$540K	Buy	8,171 +2,377	+41%	+$159K	0.06%	177
2024 Q3	$378K	Buy	5,794 +1,775	+44%	+$112K	0.04%	192
2024 Q2	$248K	Buy	4,019 +2,719	+209%	+$164K	0.03%	211
2024 Q1	$79.9K	Buy	+1,300	New	+$75.8K	0.01%	341

Other funds holding AVSU

MPW

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Trailhead Planners Edina, Minnesota $104M AUM

BFSG LLC's AVSU Position: Q1 2026 in Review

BFSG LLC increased its Avantis Responsible US Equity ETF (AVSU) stake by 11% in Q1 2026, buying an estimated $164K and bringing the position to 21,730 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #141.

BFSG LLC first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

BFSG LLC held 21,730 shares of Avantis Responsible US Equity ETF worth $1.61M as of Q1 2026.
BFSG LLC bought 2,117 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $164K.
Avantis Responsible US Equity ETF made up 0.15% of BFSG LLC's portfolio in Q1 2026, its #141 holding.
BFSG LLC first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.