Corient Private Wealth
AVSU icon

Corient Private Wealth’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Corient Private Wealth’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 		$7.07M Sell
95,601
-96,097
-50% -$7.43M 0.01% 739
2025
Q4 		$14.6M Buy
191,698
+96,322
+101% +$7.21M 0.01% 649
2025
Q3 		$7.02M Buy
95,376
+190
+0.2% +$13.5K 0.01% 607
2025
Q2 		$6.53M Sell
95,186
-17,307
-15% -$1.1M 0.01% 632
2025
Q1 		$7.02M Sell
112,493
-50,310
-31% -$3.33M 0.01% 589
2024
Q4 		$10.8M Buy
162,803
+2,887
+2% +$193K 0.02% 499
2024
Q3 		$10.4M Buy
159,916
+297
+0.2% +$18.7K 0.02% 552
2024
Q2 		$9.86M Buy
159,619
+121,983
+324% +$7.36M 0.02% 532
2024
Q1 		$2.31M Sell
37,636
-122,507
-76% -$7.14M ﹤0.01% 958
2023
Q4 		$9M Sell
160,143
-1,082
-0.7% -$55.9K 0.02% 544
2023
Q3 		$7.99M Buy
161,225
+2,119
+1% +$110K 0.02% 527
2023
Q2 		$8.21M Buy
159,106
+7,305
+5% +$357K 0.02% 503
2023
Q1 		$7.33M Buy
151,801
+33,199
+28% +$1.59M 0.02% 490
2022
Q4 		$5.42M Buy
+118,602
New +$5.45M 0.02% 479

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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 $104M AUM

Corient Private Wealth's AVSU Position: Q1 2026 in Review

Corient Private Wealth reduced its Avantis Responsible US Equity ETF (AVSU) stake by 50% in Q1 2026, selling an estimated $7.43M and leaving 95,601 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #739.

Corient Private Wealth first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.6M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Corient Private Wealth held 95,601 shares of Avantis Responsible US Equity ETF worth $7.07M as of Q1 2026.
  • Corient Private Wealth sold 96,097 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $7.43M.
  • Avantis Responsible US Equity ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #739 holding.
  • Corient Private Wealth first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Avantis Responsible US Equity ETF position peaked at $14.6M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.