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

Brinker Capital Investments’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	$1.41M	Sell	19,067 -955	-5%	-$73.9K	0.01%	927
2025 Q4	$1.53M	Buy	20,022 +2,743	+16%	+$205K	0.01%	995
2025 Q3	$1.27M	Buy	17,279 +1,554	+10%	+$111K	0.01%	1094
2025 Q2	$1.08M	Sell	15,725 -2,397	-13%	-$152K	0.01%	1156
2025 Q1	$1.13M	Sell	18,122 -2,848	-14%	-$189K	0.01%	1017
2024 Q4	$1.39M	Sell	20,970 -1,049	-5%	-$70.3K	0.01%	883
2024 Q3	$1.44M	Sell	22,019 -1,433	-6%	-$90.2K	0.01%	855
2024 Q2	$1.45M	Buy	23,452 +15,722	+203%	+$948K	0.02%	799
2024 Q1	$475K	Buy	+7,730	New	+$450K	0.01%	1281

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

Brinker Capital Investments's AVSU Position: Q1 2026 in Review

Brinker Capital Investments reduced its Avantis Responsible US Equity ETF (AVSU) stake by 4.8% in Q1 2026, selling an estimated $73.9K and leaving 19,067 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #927.

Brinker Capital Investments first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Brinker Capital Investments held 19,067 shares of Avantis Responsible US Equity ETF worth $1.41M as of Q1 2026.
Brinker Capital Investments sold 955 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $73.9K.
Avantis Responsible US Equity ETF made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #927 holding.
Brinker Capital Investments first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Brinker Capital Investments's Avantis Responsible US Equity ETF position peaked at $1.53M in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.