HighTower Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

HighTower 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 Q1	$2.77M	Buy	37,506 +5,273	+16%	+$408K	﹤0.01%	1534
2025 Q4	$2.46M	Sell	32,233 -1,489	-4%	-$111K	﹤0.01%	1562
2025 Q3	$2.48M	Sell	33,722 -9,801	-23%	-$698K	﹤0.01%	1515
2025 Q2	$2.99M	Sell	43,523 -5,158	-11%	-$328K	﹤0.01%	1346
2025 Q1	$3.04M	Buy	48,681 +1,341	+3%	+$88.8K	﹤0.01%	1303
2024 Q4	$3.13M	Sell	47,340 -1,478	-3%	-$99K	﹤0.01%	1273
2024 Q3	$3.19M	Sell	48,818 -1,371	-3%	-$86.3K	﹤0.01%	1247
2024 Q2	$3.1M	Sell	50,189 -2,526	-5%	-$152K	﹤0.01%	1218
2024 Q1	$3.24M	Sell	52,715 -1,205	-2%	-$70.2K	0.01%	1169
2023 Q4	$3.03M	Sell	53,920 -818	-1%	-$42.2K	0.01%	1219
2023 Q3	$2.72M	Sell	54,738 -40,284	-42%	-$2.08M	0.01%	1214
2023 Q2	$4.91M	Buy	95,022 +3,985	+4%	+$195K	0.01%	915
2023 Q1	$4.4M	Buy	91,037 +22,785	+33%	+$1.09M	0.01%	917
2022 Q4	$3.12M	Buy	68,252 +14,656	+27%	+$674K	0.01%	1048
2022 Q3	$2.28M	Buy	53,596 +27,201	+103%	+$1.28M	0.01%	1161
2022 Q2	$1.17M	Buy	+26,395	New	+$1.27M	﹤0.01%	1547

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

HighTower Advisors's AVSU Position: Q1 2026 in Review

HighTower Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 16% in Q1 2026, buying an estimated $408K and bringing the position to 37,506 shares worth $2.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

HighTower Advisors first reported a position in AVSU in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.91M in Q2 2023. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

HighTower Advisors held 37,506 shares of Avantis Responsible US Equity ETF worth $2.77M as of Q1 2026.
HighTower Advisors bought 5,273 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $408K.
Avantis Responsible US Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1534 holding.
HighTower Advisors first reported a position in Avantis Responsible US Equity ETF in Q2 2022 and has held it in 16 quarters since.
HighTower Advisors's Avantis Responsible US Equity ETF position peaked at $4.91M in Q2 2023.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.