Orion Portfolio Solutions’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.13M	Sell	18,122 -2,848	-14%	-$189K	0.01%	1017
2024 Q4	$1.39M	Sell	20,970 -1,049	-5%	-$70.3K	0.01%	883
2024 Q3	$1.44M	Sell	22,019 -1,433	-6%	-$90.2K	0.01%	855
2024 Q2	$1.45M	Buy	23,452 +15,722	+203%	+$948K	0.02%	799
2024 Q1	$475K	Buy	+7,730	New	+$450K	0.01%	1281

Other funds holding AVSU

CAM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HFA

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

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Orion Portfolio Solutions's AVSU Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Avantis Responsible US Equity ETF (AVSU) stake by 14% in Q1 2025, selling an estimated $189K and leaving 18,122 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1017.

Orion Portfolio Solutions first reported a position in AVSU in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.45M in Q2 2024. 71 funds tracked by Wall St. Rank hold AVSU as of Q1 2025.

Orion Portfolio Solutions held 18,122 shares of Avantis Responsible US Equity ETF worth $1.13M as of Q1 2025.
Orion Portfolio Solutions sold 2,848 Avantis Responsible US Equity ETF shares in Q1 2025, an estimated $189K.
Avantis Responsible US Equity ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1017 holding.
Orion Portfolio Solutions first reported a position in Avantis Responsible US Equity ETF in Q1 2024 and has held it in 5 quarters since.
Orion Portfolio Solutions's Avantis Responsible US Equity ETF position peaked at $1.45M in Q2 2024.
71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.