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 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 $3.19B 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

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

HB Wealth Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 16% in Q1 2026, selling an estimated $313K and leaving 21,130 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #506.

HB Wealth Management first reported a position in AVSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q2 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

HB Wealth Management held 21,130 shares of Avantis Responsible US Equity ETF worth $1.56M as of Q1 2026.
HB Wealth Management sold 4,043 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $313K.
Avantis Responsible US Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #506 holding.
HB Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 5 quarters since.
HB Wealth Management's Avantis Responsible US Equity ETF position peaked at $1.92M in Q2 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.