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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
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 $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

Modern Wealth Management's AVSU Position: Q1 2026 in Review

Modern Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 374% in Q1 2026, buying an estimated $1.28M and bringing the position to 21,006 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #338.

Modern Wealth Management first reported a position in AVSU in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • Modern Wealth Management held 21,006 shares of Avantis Responsible US Equity ETF worth $1.57M as of Q1 2026.
  • Modern Wealth Management bought 16,573 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $1.28M.
  • Avantis Responsible US Equity ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #338 holding.
  • Modern Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.