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

Passive 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 Q3	$1.06M	Sell	12,039 -1,525	-11%	-$135K	0.31%	42
2026 Q2	$1.03M	Buy	+13,564	New	+$1.14M	0.32%	36
2026 Q1	–	Sell	-13,564	Closed	-$1.03M	–	106
2025 Q4	$1.03M	Buy	13,564 +270	+2%	+$20.2K	0.32%	36
2025 Q3	$978K	Buy	+13,294	New	+$947K	0.32%	38
2025 Q1	–	Sell	-12,598	Closed	-$833K	–	85
2024 Q4	$833K	Buy	12,598 +931	+8%	+$62.4K	0.29%	35
2024 Q3	$762K	Sell	11,667 -307	-3%	-$19.3K	0.27%	35
2024 Q2	$739K	Buy	11,974 +694	+6%	+$41.9K	0.27%	35
2024 Q1	$693K	Sell	11,280 -725	-6%	-$42.2K	0.27%	33
2023 Q4	$675K	Buy	12,005 +1,825	+18%	+$94.3K	0.27%	33
2023 Q3	$505K	Hold	10,180	–	–	0.23%	34
2023 Q2	$526K	Sell	10,180 -780	-7%	-$38.2K	0.22%	34
2023 Q1	$529K	Hold	10,960	–	–	0.23%	35
2022 Q4	$501K	Buy	+10,960	New	+$504K	0.23%	35

Other funds holding AVSU

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Passive Capital Management's AVSU Position: Q3 2026 in Review

Passive Capital Management reduced its Avantis Responsible US Equity ETF (AVSU) stake by 11% in Q3 2026, selling an estimated $135K and leaving 12,039 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #42.

Passive Capital Management first reported a position in AVSU in Q4 2022 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

Passive Capital Management held 12,039 shares of Avantis Responsible US Equity ETF worth $1.06M as of Q3 2026.
Passive Capital Management sold 1,525 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $135K.
Avantis Responsible US Equity ETF made up 0.31% of Passive Capital Management's portfolio in Q3 2026, its #42 holding.
Passive Capital Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 13 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on Passive Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.