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

Kestra Advisory Services’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	$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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Kestra Advisory Services's AVSU Position: Q2 2026 in Review

Kestra Advisory Services increased its Avantis Responsible US Equity ETF (AVSU) stake by 143% in Q2 2026, buying an estimated $457K and bringing the position to 9,272 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Kestra Advisory Services first reported a position in AVSU in Q4 2022 and has held it in 4 quarters since. The position peaked at $27.7M in Q4 2022. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Kestra Advisory Services held 9,272 shares of Avantis Responsible US Equity ETF worth $821K as of Q2 2026.
Kestra Advisory Services bought 5,459 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $457K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1977 holding.
Kestra Advisory Services first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 4 quarters since.
Kestra Advisory Services's Avantis Responsible US Equity ETF position peaked at $27.7M in Q4 2022.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.