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 Q2	$423K	Sell	4,784 -94	-2%	-$7.87K	0.21%	48
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 $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

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

Pacific Asset Management's AVSU Position: Q2 2026 in Review

Pacific Asset Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 1.9% in Q2 2026, selling an estimated $7.87K and leaving 4,784 shares worth $423K. The position accounts for 0.21% of the portfolio, ranked #48.

Pacific Asset Management first reported a position in AVSU in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Pacific Asset Management held 4,784 shares of Avantis Responsible US Equity ETF worth $423K as of Q2 2026.
Pacific Asset Management sold 94 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $7.87K.
Avantis Responsible US Equity ETF made up 0.21% of Pacific Asset Management's portfolio in Q2 2026, its #48 holding.
Pacific Asset Management first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 7 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.