North Ridge Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

North Ridge Wealth Advisors’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	$582K	Hold	7,868	–	–	0.33%	28
2025 Q4	$600K	Sell	7,868 -316	-4%	-$23.7K	0.34%	27
2025 Q3	$602K	Sell	8,184 -21	-0.3%	-$1.5K	0.34%	26
2025 Q2	$563K	Buy	8,205 +4,910	+149%	+$312K	0.35%	28
2025 Q1	$205K	Hold	3,295	–	–	0.14%	43
2024 Q4	$218K	Hold	3,295	–	–	0.15%	41
2024 Q3	$215K	Sell	3,295 -312	-9%	-$19.6K	0.15%	42
2024 Q2	$223K	Hold	3,607	–	–	0.17%	40
2024 Q1	$222K	Buy	+3,607	New	+$210K	0.17%	38

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

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

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

North Ridge Wealth Advisors's AVSU Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 7,868 shares worth $582K. The position accounts for 0.33% of the portfolio, ranked #28.

North Ridge Wealth Advisors first reported a position in AVSU in Q1 2024 and has held it in 9 quarters since. The position peaked at $602K in Q3 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

North Ridge Wealth Advisors held 7,868 shares of Avantis Responsible US Equity ETF worth $582K as of Q1 2026.
North Ridge Wealth Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
Avantis Responsible US Equity ETF made up 0.33% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #28 holding.
North Ridge Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 9 quarters since.
North Ridge Wealth Advisors's Avantis Responsible US Equity ETF position peaked at $602K in Q3 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.