PWM
AVSU icon

Parkworth Wealth Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Parkworth Wealth 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
2025
Q2 		$148K Buy
2,160
+6
+0.3% +$381 0.11% 68
2025
Q1 		$134K Buy
2,154
+7
+0.3% +$464 0.11% 66
2024
Q4 		$142K Buy
+2,147
New +$144K 0.12% 62

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Parkworth Wealth Management's AVSU Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.28% in Q2 2025, buying an estimated $381 and bringing the position to 2,160 shares worth $148K. The position accounts for 0.11% of the portfolio, ranked #68.

Parkworth Wealth Management first reported a position in AVSU in Q4 2024 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2025.

  • Parkworth Wealth Management held 2,160 shares of Avantis Responsible US Equity ETF worth $148K as of Q2 2025.
  • Parkworth Wealth Management bought 6 Avantis Responsible US Equity ETF shares in Q2 2025, an estimated $381.
  • Avantis Responsible US Equity ETF made up 0.11% of Parkworth Wealth Management's portfolio in Q2 2025, its #68 holding.
  • Parkworth Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.