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

HB 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 Q2	$1.87M	Buy	21,132 +2	+0%	+$167	0.01%	499
2026 Q1	$1.56M	Sell	21,130 -4,043	-16%	-$313K	0.01%	506
2025 Q4	$1.92M	Buy	25,173 +1,733	+7%	+$130K	0.01%	418
2025 Q3	$1.72M	Sell	23,440 -4,610	-16%	-$328K	0.01%	446
2025 Q2	$1.92M	Buy	28,050 +3,960	+16%	+$252K	0.02%	385
2025 Q1	$1.5M	Buy	+24,090	New	+$1.6M	0.01%	441

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

HB Wealth Management's AVSU Position: Q2 2026 in Review

HB Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.01% in Q2 2026, buying an estimated $167 and bringing the position to 21,132 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #499.

HB Wealth Management first reported a position in AVSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2025. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

HB Wealth Management held 21,132 shares of Avantis Responsible US Equity ETF worth $1.87M as of Q2 2026.
HB Wealth Management bought 2 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $167.
Avantis Responsible US Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #499 holding.
HB Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's Avantis Responsible US Equity ETF position peaked at $1.92M in Q2 2025.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.