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 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 $3.19B 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

Kestra Advisory Services's AVSU Position: Q1 2026 in Review

Kestra Advisory Services reduced its Avantis Responsible US Equity ETF (AVSU) stake by 51% in Q1 2026, selling an estimated $305K and leaving 3,813 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Kestra Advisory Services first reported a position in AVSU in Q4 2022 and has held it in 3 quarters since. The position peaked at $27.7M in Q4 2022. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Kestra Advisory Services held 3,813 shares of Avantis Responsible US Equity ETF worth $282K as of Q1 2026.
Kestra Advisory Services sold 3,945 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $305K.
Avantis Responsible US Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2692 holding.
Kestra Advisory Services first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 3 quarters since.
Kestra Advisory Services's Avantis Responsible US Equity ETF position peaked at $27.7M in Q4 2022.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.