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

Perigon 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 		– Sell
-4,325
Closed -$270K – 1059
2025
Q1 		$270K Hold
4,325
– – 0.01% 851
2024
Q4 		$291K Buy
4,325
+935
+28% +$62.6K 0.01% 828
2024
Q3 		$221K Buy
+3,390
New +$213K 0.01% 902

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

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

Perigon Wealth Management sold out of Avantis Responsible US Equity ETF (AVSU) in Q2 2025, closing a stake of 4,325 shares — an estimated $270K sold.

Perigon Wealth Management first reported a position in AVSU in Q3 2024 and held it in 3 quarters. The position peaked at $291K in Q4 2024. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2025.

  • Perigon Wealth Management reported no remaining Avantis Responsible US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 4,325 Avantis Responsible US Equity ETF shares in Q2 2025, an estimated $270K.
  • Perigon Wealth Management first reported a position in Avantis Responsible US Equity ETF in Q3 2024 and held it in 3 quarters.
  • Perigon Wealth Management's Avantis Responsible US Equity ETF position peaked at $291K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.