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 Q3	$106K	Buy	1,206 +2	+0.2%	+$177	0.03%	198
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Elevation Wealth Partners's AVSU Position: Q3 2026 in Review

Elevation Wealth Partners increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.17% in Q3 2026, buying an estimated $177 and bringing the position to 1,206 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #198.

Elevation Wealth Partners first reported a position in AVSU in Q1 2023 and has held it in 14 quarters since. The position peaked at $107K in Q2 2026. 26 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

Elevation Wealth Partners held 1,206 shares of Avantis Responsible US Equity ETF worth $106K as of Q3 2026.
Elevation Wealth Partners bought 2 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $177.
Avantis Responsible US Equity ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #198 holding.
Elevation Wealth Partners first reported a position in Avantis Responsible US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Avantis Responsible US Equity ETF position peaked at $107K in Q2 2026.
26 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.