Envestnet Asset Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Envestnet Asset Management’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	$2.6M	Buy	35,190 +2,819	+9%	+$218K	﹤0.01%	2811
2025 Q4	$2.47M	Buy	32,371 +5,376	+20%	+$402K	﹤0.01%	2673
2025 Q3	$1.99M	Sell	26,995 -9,721	-26%	-$692K	﹤0.01%	2882
2025 Q2	$2.52M	Buy	36,716 +22,185	+153%	+$1.41M	﹤0.01%	2665
2025 Q1	$906K	Buy	14,531 +2,976	+26%	+$197K	﹤0.01%	3271
2024 Q4	$764K	Buy	11,555 +1,871	+19%	+$125K	﹤0.01%	3335
2024 Q3	$632K	Hold	9,684	–	–	﹤0.01%	3400
2024 Q2	$598K	Hold	9,684	–	–	﹤0.01%	3349
2024 Q1	$595K	Buy	+9,684	New	+$564K	﹤0.01%	3331

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Envestnet Asset Management's AVSU Position: Q1 2026 in Review

Envestnet Asset Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 8.7% in Q1 2026, buying an estimated $218K and bringing the position to 35,190 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Envestnet Asset Management first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Envestnet Asset Management held 35,190 shares of Avantis Responsible US Equity ETF worth $2.6M as of Q1 2026.
Envestnet Asset Management bought 2,819 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $218K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2811 holding.
Envestnet Asset Management first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.