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

Foundry Financial’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 Q3	$270K	Buy	+3,069	New	+$272K	0.08%	75

Other funds holding AVSU

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Foundry Financial's AVSU Position: Q3 2026 in Review

Foundry Financial opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q3 2026: 3,069 shares worth $270K. The stake represents 0.08% of the portfolio and ranks #75 among its holdings.

21 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

Foundry Financial held 3,069 shares of Avantis Responsible US Equity ETF worth $270K as of Q3 2026.
Avantis Responsible US Equity ETF was a new Foundry Financial position in Q3 2026.
Avantis Responsible US Equity ETF made up 0.08% of Foundry Financial's portfolio in Q3 2026, its #75 holding.
21 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Foundry Financial's 13F filing for Q3 2026, filed 16 Oct 2026.