Focus Partners Wealth
AVSU icon

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

Focus Partners Wealth’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 		$26M Hold
351,223
– – 0.03% 436
2025
Q4 		$26.8M Sell
351,223
-7,025
-2% -$526K 0.03% 421
2025
Q3 		$26.4M Buy
358,248
+14,402
+4% +$1.03M 0.04% 341
2025
Q2 		$23.6M Buy
343,846
+17,006
+5% +$1.08M 0.05% 323
2025
Q1 		$20.4M Buy
+326,840
New +$21.6M 0.05% 324

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Focus Partners Wealth's AVSU Position: Q1 2026 in Review

Focus Partners Wealth held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 351,223 shares worth $26M. The position accounts for 0.03% of the portfolio, ranked #436.

Focus Partners Wealth first reported a position in AVSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.8M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Focus Partners Wealth held 351,223 shares of Avantis Responsible US Equity ETF worth $26M as of Q1 2026.
  • Focus Partners Wealth left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible US Equity ETF made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #436 holding.
  • Focus Partners Wealth first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Avantis Responsible US Equity ETF position peaked at $26.8M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.