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Henrickson Nauta Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$539K Hold
6,091
– – 0.13% 56
2026
Q1 		$450K Sell
6,091
-6,091
-50% -$471K 0.13% 54
2025
Q4 		$953K Buy
12,182
+6,091
+100% +$456K 0.14% 49
2025
Q3 		$448K Buy
6,091
+191
+3% +$13.6K 0.14% 51
2025
Q2 		$405K Buy
+5,900
New +$375K 0.14% 51

Other funds holding AVSU

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's AVSU Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q2 2026 at 6,091 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #56.

Henrickson Nauta Wealth Advisors first reported a position in AVSU in Q2 2025 and has held it in 5 quarters since. The position peaked at $953K in Q4 2025. 15 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 6,091 shares of Avantis Responsible US Equity ETF worth $539K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q2 2026.
  • Avantis Responsible US Equity ETF made up 0.13% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis Responsible US Equity ETF position peaked at $953K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.