MWM
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Modern Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Modern Wealth Management’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 		$2.99M Buy
33,761
+12,755
+61% +$1.07M 0.04% 328
2026
Q1 		$1.57M Buy
21,006
+16,573
+374% +$1.28M 0.03% 338
2025
Q4 		$338K Buy
+4,433
New +$332K 0.01% 648

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Modern Wealth Management's AVSU Position: Q2 2026 in Review

Modern Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 61% in Q2 2026, buying an estimated $1.07M and bringing the position to 33,761 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #328.

Modern Wealth Management first reported a position in AVSU in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Modern Wealth Management held 33,761 shares of Avantis Responsible US Equity ETF worth $2.99M as of Q2 2026.
  • Modern Wealth Management bought 12,755 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $1.07M.
  • Avantis Responsible US Equity ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Modern Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.