Kestra Advisory Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.65M Buy
18,745
+9,473
+102% +$839K ﹤0.01% 1595
2026
Q2
$821K Buy
9,272
+5,459
+143% +$457K ﹤0.01% 1977
2026
Q1
$282K Sell
3,813
-3,945
-51% -$305K ﹤0.01% 2692
2025
Q4
$592K Buy
+7,758
New +$581K ﹤0.01% 2025
2023
Q1
– Sell
-605,977
Closed -$27.7M – 2071
2022
Q4
$27.7M Buy
+605,977
New +$27.9M 0.25% 89

Other funds holding AVSU

Kestra Advisory Services's AVSU Position: Q3 2026 in Review

Kestra Advisory Services increased its Avantis Responsible US Equity ETF (AVSU) stake by 102% in Q3 2026, buying an estimated $839K and bringing the position to 18,745 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Kestra Advisory Services first reported a position in AVSU in Q4 2022 and has held it in 5 quarters since. The position peaked at $27.7M in Q4 2022. 73 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

  • Kestra Advisory Services held 18,745 shares of Avantis Responsible US Equity ETF worth $1.65M as of Q3 2026.
  • Kestra Advisory Services bought 9,473 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $839K.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1595 holding.
  • Kestra Advisory Services first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 5 quarters since.
  • Kestra Advisory Services's Avantis Responsible US Equity ETF position peaked at $27.7M in Q4 2022.
  • 73 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.