Grand Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Grand Wealth Management’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	$49.9K	Sell	675 -193	-22%	-$14.9K	0.02%	60
2025 Q4	$66.2K	Sell	868 -66	-7%	-$4.94K	0.03%	50
2025 Q3	$68.7K	Hold	934	–	–	0.03%	51
2025 Q2	$64.1K	Sell	934 -691	-43%	-$43.9K	0.03%	52
2025 Q1	$101K	Buy	1,625 +691	+74%	+$45.8K	0.06%	46
2024 Q4	$61.8K	Hold	934	–	–	0.03%	46
2024 Q3	$61K	Hold	934	–	–	0.03%	47
2024 Q2	$57.7K	Hold	934	–	–	0.03%	47
2024 Q1	$57.4K	Hold	934	–	–	0.03%	58
2023 Q4	$52.5K	Buy	+934	New	+$48.2K	0.03%	60

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Grand Wealth Management's AVSU Position: Q1 2026 in Review

Grand Wealth Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 22% in Q1 2026, selling an estimated $14.9K and leaving 675 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #60.

Grand Wealth Management first reported a position in AVSU in Q4 2023 and has held it in 10 quarters since. The position peaked at $101K in Q1 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Grand Wealth Management held 675 shares of Avantis Responsible US Equity ETF worth $49.9K as of Q1 2026.
Grand Wealth Management sold 193 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $14.9K.
Avantis Responsible US Equity ETF made up 0.02% of Grand Wealth Management's portfolio in Q1 2026, its #60 holding.
Grand Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Grand Wealth Management's Avantis Responsible US Equity ETF position peaked at $101K in Q1 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.