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Longview Asset Management (New Mexico)’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Longview Asset Management (New Mexico)’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
2025
Q4 		$2.95M Sell
38,669
-5,576
-13% -$417K 2.06% 13
2025
Q3 		$3.25M Sell
44,245
-2,443
-5% -$174K 2.25% 12
2025
Q2 		$3.2M Sell
46,688
-736
-2% -$46.8K 2.42% 13
2025
Q1 		$2.96M Sell
47,424
-3,994
-8% -$264K 2.54% 11
2024
Q4 		$3.4M Buy
+51,418
New +$3.44M 2.96% 11

Other funds holding AVSU

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

Longview Asset Management (New Mexico)'s AVSU Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its Avantis Responsible US Equity ETF (AVSU) stake by 13% in Q4 2025, selling an estimated $417K and leaving 38,669 shares worth $2.95M. The position accounts for 2.06% of the portfolio, ranked #13.

Longview Asset Management (New Mexico) first reported a position in AVSU in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.4M in Q4 2024. 76 funds tracked by Wall St. Rank hold AVSU as of Q4 2025.

  • Longview Asset Management (New Mexico) held 38,669 shares of Avantis Responsible US Equity ETF worth $2.95M as of Q4 2025.
  • Longview Asset Management (New Mexico) sold 5,576 Avantis Responsible US Equity ETF shares in Q4 2025, an estimated $417K.
  • Avantis Responsible US Equity ETF made up 2.06% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #13 holding.
  • Longview Asset Management (New Mexico) first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • Longview Asset Management (New Mexico)'s Avantis Responsible US Equity ETF position peaked at $3.4M in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.