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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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. 90 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.
90 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.