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 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

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

Passive Capital Management's AVSU Position: Q1 2026 in Review

Passive Capital Management sold out of Avantis Responsible US Equity ETF (AVSU) in Q1 2026, closing a stake of 13,564 shares — an estimated $1.03M sold.

Passive Capital Management first reported a position in AVSU in Q4 2022 and held it in 11 quarters. The position peaked at $1.03M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Passive Capital Management reported no remaining Avantis Responsible US Equity ETF position as of Q1 2026 after selling out during the quarter.
Passive Capital Management sold 13,564 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $1.03M.
Passive Capital Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and held it in 11 quarters.
Passive Capital Management's Avantis Responsible US Equity ETF position peaked at $1.03M in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.