Burton Enright Welch’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Burton Enright Welch’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	$1.69M	Sell	19,135 -231	-1%	-$19.3K	0.2%	52
2026 Q1	$1.43M	Buy	19,366 +711	+4%	+$55K	0.19%	52
2025 Q4	$1.42M	Buy	18,655 +8,623	+86%	+$645K	0.2%	50
2025 Q3	$738K	Hold	10,032	–	–	0.11%	71
2025 Q2	$688K	Hold	10,032	–	–	0.12%	68
2025 Q1	$626K	Hold	10,032	–	–	0.13%	59
2024 Q4	$663K	Hold	10,032	–	–	0.14%	56
2024 Q3	$655K	Hold	10,032	–	–	0.14%	52
2024 Q2	$619K	Buy	+10,032	New	+$605K	0.14%	51

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

Burton Enright Welch's AVSU Position: Q2 2026 in Review

Burton Enright Welch reduced its Avantis Responsible US Equity ETF (AVSU) stake by 1.2% in Q2 2026, selling an estimated $19.3K and leaving 19,135 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #52.

Burton Enright Welch first reported a position in AVSU in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Burton Enright Welch held 19,135 shares of Avantis Responsible US Equity ETF worth $1.69M as of Q2 2026.
Burton Enright Welch sold 231 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $19.3K.
Avantis Responsible US Equity ETF made up 0.2% of Burton Enright Welch's portfolio in Q2 2026, its #52 holding.
Burton Enright Welch first reported a position in Avantis Responsible US Equity ETF in Q2 2024 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.