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EnRich Financial Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

EnRich Financial 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
Q1 		$670K Sell
9,065
-147
-2% -$11.4K 0.18% 34
2025
Q4 		$703K Sell
9,212
-150
-2% -$11.2K 0.19% 32
2025
Q3 		$689K Sell
9,362
-86
-0.9% -$6.12K 0.2% 33
2025
Q2 		$648K Sell
9,448
-1,344
-12% -$85.4K 0.2% 33
2025
Q1 		$673K Buy
+10,792
New +$715K 0.23% 30

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

EnRich Financial Partners's AVSU Position: Q1 2026 in Review

EnRich Financial Partners reduced its Avantis Responsible US Equity ETF (AVSU) stake by 1.6% in Q1 2026, selling an estimated $11.4K and leaving 9,065 shares worth $670K. The position accounts for 0.18% of the portfolio, ranked #34.

EnRich Financial Partners first reported a position in AVSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $703K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • EnRich Financial Partners held 9,065 shares of Avantis Responsible US Equity ETF worth $670K as of Q1 2026.
  • EnRich Financial Partners sold 147 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $11.4K.
  • Avantis Responsible US Equity ETF made up 0.18% of EnRich Financial Partners's portfolio in Q1 2026, its #34 holding.
  • EnRich Financial Partners first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • EnRich Financial Partners's Avantis Responsible US Equity ETF position peaked at $703K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.