Orion Capital Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Orion Capital 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	$682K	Buy	9,221 +65	+0.7%	+$5.03K	0.23%	69
2025 Q4	$699K	Hold	9,156	–	–	0.23%	69
2025 Q3	$674K	Hold	9,156	–	–	0.23%	71
2025 Q2	$628K	Buy	9,156 +184	+2%	+$11.7K	0.24%	71
2025 Q1	$559K	Buy	8,972 +732	+9%	+$48.5K	0.24%	69
2024 Q4	$545K	Hold	8,240	–	–	0.24%	71
2024 Q3	$538K	Hold	8,240	–	–	0.26%	73
2024 Q2	$509K	Hold	8,240	–	–	0.27%	69
2024 Q1	$506K	Hold	8,240	–	–	0.27%	68
2023 Q4	$463K	Hold	8,240	–	–	0.27%	67
2023 Q3	$408K	Hold	8,240	–	–	0.27%	75
2023 Q2	$425K	Buy	+8,240	New	+$403K	0.28%	76

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

Orion Capital Management's AVSU Position: Q1 2026 in Review

Orion Capital Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.71% in Q1 2026, buying an estimated $5.03K and bringing the position to 9,221 shares worth $682K. The position accounts for 0.23% of the portfolio, ranked #69.

Orion Capital Management first reported a position in AVSU in Q2 2023 and has held it in 12 quarters since. The position peaked at $699K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Orion Capital Management held 9,221 shares of Avantis Responsible US Equity ETF worth $682K as of Q1 2026.
Orion Capital Management bought 65 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $5.03K.
Avantis Responsible US Equity ETF made up 0.23% of Orion Capital Management's portfolio in Q1 2026, its #69 holding.
Orion Capital Management first reported a position in Avantis Responsible US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Orion Capital Management's Avantis Responsible US Equity ETF position peaked at $699K in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

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