Raymond James Financial
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Raymond James Financial’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Raymond James Financial’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
-104,070
Closed -$6.49M – 7001
2025
Q1 		$6.49M Buy
+104,070
New +$6.89M ﹤0.01% 2146

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

Raymond James Financial's AVSU Position: Q2 2025 in Review

Raymond James Financial sold out of Avantis Responsible US Equity ETF (AVSU) in Q2 2025, closing a stake of 104,070 shares — an estimated $6.49M sold.

Raymond James Financial first reported a position in AVSU in Q1 2025 and held it in 1 quarter. The position peaked at $6.49M in Q1 2025. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2025.

  • Raymond James Financial reported no remaining Avantis Responsible US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 104,070 Avantis Responsible US Equity ETF shares in Q2 2025, an estimated $6.49M.
  • Raymond James Financial first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Raymond James Financial's Avantis Responsible US Equity ETF position peaked at $6.49M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.