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Sound Income Strategies’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-164
Closed -$12.2K – 626
2026
Q1 		$12.2K Hold
164
– – ﹤0.01% 1413
2025
Q4 		$12.9K Hold
164
– – ﹤0.01% 1334
2025
Q3 		$12.1K Buy
+164
New +$11.7K ﹤0.01% 959

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Sound Income Strategies's AVSU Position: Q2 2026 in Review

Sound Income Strategies sold out of Avantis Responsible US Equity ETF (AVSU) in Q2 2026, closing a stake of 164 shares — an estimated $12.2K sold.

Sound Income Strategies first reported a position in AVSU in Q3 2025 and held it in 3 quarters. The position peaked at $12.9K in Q4 2025. 75 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Sound Income Strategies reported no remaining Avantis Responsible US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 164 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $12.2K.
  • Sound Income Strategies first reported a position in Avantis Responsible US Equity ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Avantis Responsible US Equity ETF position peaked at $12.9K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.