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

Oak 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 Q2	$673K	Sell	7,608 -1,027	-12%	-$86K	0.32%	40
2026 Q1	$638K	Hold	8,635	–	–	0.35%	40
2025 Q4	$659K	Sell	8,635 -423	-5%	-$31.7K	0.38%	36
2025 Q3	$666K	Hold	9,058	–	–	0.39%	36
2025 Q2	$621K	Hold	9,058	–	–	0.4%	36
2025 Q1	$565K	Buy	9,058 +100	+1%	+$6.62K	0.42%	30
2024 Q4	$592K	Buy	+8,958	New	+$600K	0.46%	29

Other funds holding AVSU

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Oak Wealth Advisors's AVSU Position: Q2 2026 in Review

Oak Wealth Advisors reduced its Avantis Responsible US Equity ETF (AVSU) stake by 12% in Q2 2026, selling an estimated $86K and leaving 7,608 shares worth $673K. The position accounts for 0.32% of the portfolio, ranked #40.

Oak Wealth Advisors first reported a position in AVSU in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Oak Wealth Advisors held 7,608 shares of Avantis Responsible US Equity ETF worth $673K as of Q2 2026.
Oak Wealth Advisors sold 1,027 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $86K.
Avantis Responsible US Equity ETF made up 0.32% of Oak Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Oak Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.