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

LexAurum 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
Q2 		$941K Buy
10,629
+717
+7% +$60K 0.11% 160
2026
Q1 		$733K Buy
+9,912
New +$767K 0.1% 168
2025
Q3 		$791K Sell
10,752
-255
-2% -$18.2K 0.11% 145
2025
Q2 		$755K Sell
11,007
-60
-0.5% -$3.81K 0.12% 146
2025
Q1 		$690K Buy
11,067
+581
+6% +$38.5K 0.13% 144
2024
Q4 		$693K Buy
10,486
+473
+5% +$31.7K 0.14% 136
2024
Q3 		$654K Buy
10,013
+5,629
+128% +$354K 0.14% 135
2024
Q2 		$271K Buy
4,384
+350
+9% +$21.1K 0.07% 238
2024
Q1 		$248K Buy
+4,034
New +$235K 0.06% 253

Other funds holding AVSU

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

LexAurum Advisors's AVSU Position: Q2 2026 in Review

LexAurum Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 7.2% in Q2 2026, buying an estimated $60K and bringing the position to 10,629 shares worth $941K. The position accounts for 0.11% of the portfolio, ranked #160.

LexAurum Advisors first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. 15 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • LexAurum Advisors held 10,629 shares of Avantis Responsible US Equity ETF worth $941K as of Q2 2026.
  • LexAurum Advisors bought 717 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $60K.
  • Avantis Responsible US Equity ETF made up 0.11% of LexAurum Advisors's portfolio in Q2 2026, its #160 holding.
  • LexAurum Advisors first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.