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Clarity Asset Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Clarity Asset 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 		$5.59M Sell
63,109
-65,792
-51% -$5.51M 2.74% 13
2026
Q1 		$9.53M Sell
128,901
-290,323
-69% -$22.5M 4.82% 5
2025
Q4 		$32M Sell
419,224
-3,141
-0.7% -$235K 17.6% 1
2025
Q3 		$31.1M Sell
422,365
-2,616
-0.6% -$186K 17.43% 1
2025
Q2 		$29.2M Sell
424,981
-27,687
-6% -$1.76M 17.4% 1
2025
Q1 		$28.2M Buy
452,668
+73,260
+19% +$4.85M 18.17% 1
2024
Q4 		$25.1M Sell
379,408
-9,465
-2% -$634K 16.33% 1
2024
Q3 		$25.4M Buy
388,873
+30,526
+9% +$1.92M 17.65% 1
2024
Q2 		$22.1M Buy
358,347
+29,733
+9% +$1.79M 15.71% 1
2024
Q1 		$20.2M Buy
328,614
+59,504
+22% +$3.47M 13.94% 1
2023
Q4 		$15.1M Buy
+269,110
New +$13.9M 11.96% 2

Other funds holding AVSU

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
OWA
Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return

Clarity Asset Management's AVSU Position: Q2 2026 in Review

Clarity Asset Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 51% in Q2 2026, selling an estimated $5.51M and leaving 63,109 shares worth $5.59M. The position accounts for 2.74% of the portfolio, ranked #13.

Clarity Asset Management first reported a position in AVSU in Q4 2023 and has held it in 11 quarters since. The position peaked at $32M in Q4 2025. 19 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Clarity Asset Management held 63,109 shares of Avantis Responsible US Equity ETF worth $5.59M as of Q2 2026.
  • Clarity Asset Management sold 65,792 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $5.51M.
  • Avantis Responsible US Equity ETF made up 2.74% of Clarity Asset Management's portfolio in Q2 2026, its #13 holding.
  • Clarity Asset Management first reported a position in Avantis Responsible US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Clarity Asset Management's Avantis Responsible US Equity ETF position peaked at $32M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.