Pacific Asset Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Pacific Asset 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	$361K	Buy	4,878 +11	+0.2%	+$851	0.2%	49
2025 Q4	$371K	Buy	4,867 +14	+0.3%	+$1.05K	0.22%	45
2025 Q3	$357K	Sell	4,853 -56	-1%	-$3.99K	0.24%	44
2025 Q2	$337K	Buy	4,909 +14	+0.3%	+$890	0.27%	39
2025 Q1	$305K	Buy	4,895 +493	+11%	+$32.6K	0.27%	38
2024 Q4	$291K	Buy	+4,402	New	+$295K	0.27%	37

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

Pacific Asset Management's AVSU Position: Q1 2026 in Review

Pacific Asset Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.23% in Q1 2026, buying an estimated $851 and bringing the position to 4,878 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #49.

Pacific Asset Management first reported a position in AVSU in Q4 2024 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Pacific Asset Management held 4,878 shares of Avantis Responsible US Equity ETF worth $361K as of Q1 2026.
Pacific Asset Management bought 11 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $851.
Avantis Responsible US Equity ETF made up 0.2% of Pacific Asset Management's portfolio in Q1 2026, its #49 holding.
Pacific Asset Management first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Pacific Asset Management's Avantis Responsible US Equity ETF position peaked at $371K in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.