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 Q2	$5.79M	Sell	65,451 -285,772	-81%	-$23.9M	0.01%	892
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 $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth's AVSU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avantis Responsible US Equity ETF (AVSU) stake by 81% in Q2 2026, selling an estimated $23.9M and leaving 65,451 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #892.

Focus Partners Wealth first reported a position in AVSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.8M in Q4 2025. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Focus Partners Wealth held 65,451 shares of Avantis Responsible US Equity ETF worth $5.79M as of Q2 2026.
Focus Partners Wealth sold 285,772 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $23.9M.
Avantis Responsible US Equity ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #892 holding.
Focus Partners Wealth first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's Avantis Responsible US Equity ETF position peaked at $26.8M in Q4 2025.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.