EP Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

EP Wealth Advisors’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	$2.78M	Buy	+37,617	New	+$2.91M	0.01%	408

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 $71.6B AUM 21.08% 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

EP Wealth Advisors's AVSU Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q1 2026: 37,617 shares worth $2.78M. The stake represents 0.01% of the portfolio and ranks #408 among its holdings.

82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

EP Wealth Advisors held 37,617 shares of Avantis Responsible US Equity ETF worth $2.78M as of Q1 2026.
Avantis Responsible US Equity ETF was a new EP Wealth Advisors position in Q1 2026.
Avantis Responsible US Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #408 holding.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.