Journey Strategic Wealth’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Journey Strategic Wealth’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	$925K	Sell	12,507 -781	-6%	-$60.4K	0.02%	198
2025 Q4	$1.01M	Sell	13,288 -2,458	-16%	-$184K	0.03%	174
2025 Q3	$1.16M	Sell	15,746 -135	-0.9%	-$9.61K	0.03%	147
2025 Q2	$1.09M	Buy	15,881 +389	+3%	+$24.7K	0.04%	157
2025 Q1	$966K	Sell	15,492 -595	-4%	-$39.4K	0.03%	138
2024 Q4	$1.06M	Sell	16,087 -1,003	-6%	-$67.2K	0.04%	119
2024 Q3	$1.12M	Buy	17,090 +792	+5%	+$49.9K	0.04%	117
2024 Q2	$1.01M	Buy	16,298 +2,563	+19%	+$155K	0.04%	90
2024 Q1	$844K	Sell	13,735 -7,386	-35%	-$430K	0.04%	87
2023 Q4	$1.19M	Sell	21,121 -1,492	-7%	-$77.1K	0.06%	52
2023 Q3	$1.12M	Buy	22,613 +633	+3%	+$32.7K	0.05%	52
2023 Q2	$1.13M	Buy	21,980 +4,467	+26%	+$219K	0.05%	50
2023 Q1	$846K	Buy	17,513 +1,366	+8%	+$65.6K	0.09%	66
2022 Q4	$739K	Buy	+16,147	New	+$742K	0.09%	72

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

Journey Strategic Wealth's AVSU Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Avantis Responsible US Equity ETF (AVSU) stake by 5.9% in Q1 2026, selling an estimated $60.4K and leaving 12,507 shares worth $925K. The position accounts for 0.02% of the portfolio, ranked #198.

Journey Strategic Wealth first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2023. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Journey Strategic Wealth held 12,507 shares of Avantis Responsible US Equity ETF worth $925K as of Q1 2026.
Journey Strategic Wealth sold 781 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $60.4K.
Avantis Responsible US Equity ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #198 holding.
Journey Strategic Wealth first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
Journey Strategic Wealth's Avantis Responsible US Equity ETF position peaked at $1.19M in Q4 2023.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.