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 Q1	$9.76M	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	$9.79M	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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial's AVSU Position: Q1 2026 in Review

LPL Financial reduced its Avantis Responsible US Equity ETF (AVSU) stake by 2.1% in Q1 2026, selling an estimated $223K and leaving 132,029 shares worth $9.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

LPL Financial first reported a position in AVSU in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

LPL Financial held 132,029 shares of Avantis Responsible US Equity ETF worth $9.76M as of Q1 2026.
LPL Financial sold 2,888 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $223K.
Avantis Responsible US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2013 holding.
LPL Financial first reported a position in Avantis Responsible US Equity ETF in Q3 2023 and has held it in 11 quarters since.
LPL Financial's Avantis Responsible US Equity ETF position peaked at $10.3M in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.