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Financial Plan Inc’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Financial Plan Inc’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 		$1.05M Buy
14,204
+324
+2% +$25.1K 0.11% 46
2025
Q4 		$1.06M Buy
+13,880
New +$1.04M 0.12% 46

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $103M AUM

Financial Plan Inc's AVSU Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis Responsible US Equity ETF (AVSU) stake by 2.3% in Q1 2026, buying an estimated $25.1K and bringing the position to 14,204 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #46.

Financial Plan Inc first reported a position in AVSU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Financial Plan Inc held 14,204 shares of Avantis Responsible US Equity ETF worth $1.05M as of Q1 2026.
  • Financial Plan Inc bought 324 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $25.1K.
  • Avantis Responsible US Equity ETF made up 0.11% of Financial Plan Inc's portfolio in Q1 2026, its #46 holding.
  • Financial Plan Inc first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Avantis Responsible US Equity ETF position peaked at $1.06M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.