LPL Financial’s Avantis Responsible US Equity ETF AVSU Stock Holding History

LPL Financial’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 Q3	$11M	Sell	125,207 -576	-0.5%	-$51K	﹤0.01%	2117
2026 Q2	$11.1M	Sell	125,783 -6,246	-5%	-$523K	﹤0.01%	2038
2026 Q1	$9.8M	Sell	132,029 -2,888	-2%	-$223K	﹤0.01%	2013
2025 Q4	$10.3M	Buy	134,917 +1,875	+1%	+$140K	﹤0.01%	1901
2025 Q3	$9.8M	Buy	133,042 +1,765	+1%	+$126K	﹤0.01%	1880
2025 Q2	$9.01M	Buy	131,277 +108,353	+473%	+$6.89M	﹤0.01%	1819
2025 Q1	$1.43M	Buy	22,924 +8,540	+59%	+$565K	﹤0.01%	3249
2024 Q4	$951K	Sell	14,384 -6,708	-32%	-$449K	﹤0.01%	3526
2024 Q3	$1.38M	Sell	21,092 -623	-3%	-$39.2K	﹤0.01%	3090
2024 Q2	$1.34M	Buy	21,715 +467	+2%	+$28.2K	﹤0.01%	2975
2024 Q1	$1.31M	Sell	21,248 -3,787	-15%	-$221K	﹤0.01%	2942
2023 Q4	$1.41M	Buy	25,035 +3,094	+14%	+$160K	﹤0.01%	2739
2023 Q3	$1.09M	Buy	+21,941	New	+$1.13M	﹤0.01%	2824

Other funds holding AVSU

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial's AVSU Position: Q3 2026 in Review

LPL Financial reduced its Avantis Responsible US Equity ETF (AVSU) stake by 0.46% in Q3 2026, selling an estimated $51K and leaving 125,207 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

LPL Financial first reported a position in AVSU in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q2 2026. 54 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

LPL Financial held 125,207 shares of Avantis Responsible US Equity ETF worth $11M as of Q3 2026.
LPL Financial sold 576 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $51K.
Avantis Responsible US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2117 holding.
LPL Financial first reported a position in Avantis Responsible US Equity ETF in Q3 2023 and has held it in 13 quarters since.
LPL Financial's Avantis Responsible US Equity ETF position peaked at $11.1M in Q2 2026.
54 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.