TCI Wealth Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

TCI Wealth Advisors’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	$371K	Hold	5,017	–	–	0.02%	174
2025 Q4	$383K	Hold	5,017	–	–	0.02%	171
2025 Q3	$369K	Hold	5,017	–	–	0.02%	177
2025 Q2	$344K	Hold	5,017	–	–	0.02%	175
2025 Q1	$313K	Sell	5,017 -158	-3%	-$10.5K	0.03%	166
2024 Q4	$342K	Hold	5,175	–	–	0.03%	160
2024 Q3	$338K	Hold	5,175	–	–	0.03%	164
2024 Q2	$320K	Hold	5,175	–	–	0.03%	167
2024 Q1	$318K	Sell	5,175 -843	-14%	-$49.1K	0.03%	165
2023 Q4	$338K	Sell	6,018 -211	-3%	-$10.9K	0.04%	148
2023 Q3	$309K	Sell	6,229 -69	-1%	-$3.57K	0.04%	150
2023 Q2	$325K	Sell	6,298 -347	-5%	-$17K	0.04%	144
2023 Q1	$321K	Sell	6,645 -227	-3%	-$10.9K	0.04%	144
2022 Q4	$314K	Buy	+6,872	New	+$316K	0.04%	135

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

TCI Wealth Advisors's AVSU Position: Q1 2026 in Review

TCI Wealth Advisors held its Avantis Responsible US Equity ETF (AVSU) position steady in Q1 2026 at 5,017 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #174.

TCI Wealth Advisors first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. The position peaked at $383K in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

TCI Wealth Advisors held 5,017 shares of Avantis Responsible US Equity ETF worth $371K as of Q1 2026.
TCI Wealth Advisors left its Avantis Responsible US Equity ETF share count unchanged in Q1 2026.
Avantis Responsible US Equity ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #174 holding.
TCI Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
TCI Wealth Advisors's Avantis Responsible US Equity ETF position peaked at $383K in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.