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Elevation Wealth Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Elevation Wealth Partners’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 		$107K Buy
1,204
+193
+19% +$16.2K 0.03% 187
2026
Q1 		$74.8K Buy
1,011
+2
+0.2% +$155 0.03% 191
2025
Q4 		$77K Buy
1,009
+3
+0.3% +$225 0.03% 186
2025
Q3 		$74K Buy
1,006
+22
+2% +$1.57K 0.03% 200
2025
Q2 		$67.5K Buy
984
+3
+0.3% +$191 0.03% 206
2025
Q1 		$61.2K Buy
+981
New +$65K 0.03% 210
2024
Q4 		– Sell
-975
Closed -$63.6K – 506
2024
Q3 		$63.6K Buy
975
+4
+0.4% +$252 0.03% 200
2024
Q2 		$60K Buy
971
+3
+0.3% +$181 0.03% 200
2024
Q1 		$59.5K Buy
968
+6
+0.6% +$350 0.03% 201
2023
Q4 		$47.7K Hold
962
– – 0.03% 213
2023
Q3 		$47.7K Buy
962
+409
+74% +$21.1K 0.04% 153
2023
Q2 		$28.6K Buy
553
+2
+0.4% +$98 0.02% 193
2023
Q1 		$26.6K Buy
+551
New +$26.5K 0.02% 197

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
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 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

Elevation Wealth Partners's AVSU Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avantis Responsible US Equity ETF (AVSU) stake by 19% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,204 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #187.

Elevation Wealth Partners first reported a position in AVSU in Q1 2023 and has held it in 13 quarters since. 20 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Elevation Wealth Partners held 1,204 shares of Avantis Responsible US Equity ETF worth $107K as of Q2 2026.
  • Elevation Wealth Partners bought 193 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $16.2K.
  • Avantis Responsible US Equity ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Elevation Wealth Partners first reported a position in Avantis Responsible US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.