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Focus Partners Advisor Solutions’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Focus Partners Advisor Solutions’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 		$807K Sell
10,920
-54
-0.5% -$4.18K 0.01% 627
2025
Q4 		$837K Sell
10,974
-3,168
-22% -$237K 0.01% 549
2025
Q3 		$1.06M Buy
+14,142
New +$1.01M 0.01% 496

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

Focus Partners Advisor Solutions's AVSU Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Avantis Responsible US Equity ETF (AVSU) stake by 0.49% in Q1 2026, selling an estimated $4.18K and leaving 10,920 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #627.

Focus Partners Advisor Solutions first reported a position in AVSU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q3 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Focus Partners Advisor Solutions held 10,920 shares of Avantis Responsible US Equity ETF worth $807K as of Q1 2026.
  • Focus Partners Advisor Solutions sold 54 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $4.18K.
  • Avantis Responsible US Equity ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #627 holding.
  • Focus Partners Advisor Solutions first reported a position in Avantis Responsible US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Advisor Solutions's Avantis Responsible US Equity ETF position peaked at $1.06M in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.