Red Lighthouse Investment Management’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Red Lighthouse Investment 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	-2,335	Closed	-$178K	–	85
2025 Q4	$178K	Buy	2,335 +51	+2%	+$3.82K	0.06%	57
2025 Q3	$168K	Sell	2,284 -206	-8%	-$14.7K	0.06%	79
2025 Q2	$171K	Buy	2,490 +159	+7%	+$10.1K	0.07%	76
2025 Q1	$143K	Buy	2,331 +264	+13%	+$17.5K	0.06%	73
2024 Q4	$137K	Sell	2,067 -275	-12%	-$18.4K	0.05%	78
2024 Q3	$153K	Hold	2,342	–	–	0.06%	75
2024 Q2	$145K	Buy	2,342 +11	+0.5%	+$663	0.06%	74
2024 Q1	$143K	Hold	2,331	–	–	0.06%	73
2023 Q4	$131K	Buy	2,331 +305	+15%	+$15.8K	0.05%	75
2023 Q3	$100K	Buy	2,026 +69	+4%	+$3.57K	0.05%	73
2023 Q2	$101K	Hold	1,957	–	–	0.05%	72
2023 Q1	$94.5K	Buy	1,957 +20	+1%	+$960	0.05%	73
2022 Q4	$88.6K	Buy	+1,937	New	+$89.1K	0.04%	75

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

Red Lighthouse Investment Management's AVSU Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Avantis Responsible US Equity ETF (AVSU) in Q1 2026, closing a stake of 2,335 shares — an estimated $178K sold.

Red Lighthouse Investment Management first reported a position in AVSU in Q4 2022 and held it in 13 quarters. The position peaked at $178K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Avantis Responsible US Equity ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 2,335 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $178K.
Red Lighthouse Investment Management first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Avantis Responsible US Equity ETF position peaked at $178K in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.