Carson Wealth (CWM LLC)
AVSU icon

Carson Wealth (CWM LLC)’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Carson Wealth (CWM 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 		$114K Hold
1,540
– – ﹤0.01% 3150
2025
Q4 		$118K Hold
1,540
– – ﹤0.01% 2938
2025
Q3 		$113K Hold
1,540
– – ﹤0.01% 2882
2025
Q2 		$106K Hold
1,540
– – ﹤0.01% 2657
2025
Q1 		$96K Hold
1,540
– – ﹤0.01% 2454
2024
Q4 		$102K Buy
+1,540
New +$103K ﹤0.01% 2273

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Mercer Global Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $103M AUM

Carson Wealth (CWM LLC)'s AVSU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 1,540 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Carson Wealth (CWM LLC) first reported a position in AVSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $118K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,540 shares of Avantis Responsible US Equity ETF worth $114K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3150 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Avantis Responsible US Equity ETF position peaked at $118K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.