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

Tortoise 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 Q2	$471K	Hold	5,320	–	–	0.04%	180
2026 Q1	$393K	Hold	5,320	–	–	0.03%	180
2025 Q4	$406K	Hold	5,320	–	–	0.04%	176
2025 Q3	$391K	Hold	5,320	–	–	0.03%	173
2025 Q2	$365K	Hold	5,320	–	–	0.03%	169
2025 Q1	$332K	Buy	5,320 +590	+12%	+$39.1K	0.03%	165
2024 Q4	$313K	Buy	4,730 +300	+7%	+$20.1K	0.03%	183
2024 Q3	$289K	Buy	4,430 +520	+13%	+$32.7K	0.03%	194
2024 Q2	$241K	Hold	3,910	–	–	0.03%	196
2024 Q1	$240K	Hold	3,910	–	–	0.03%	194
2023 Q4	$220K	Hold	3,910	–	–	0.03%	197
2023 Q3	$194K	Hold	3,910	–	–	0.03%	196
2023 Q2	$202K	Hold	3,910	–	–	0.03%	195
2023 Q1	$189K	Hold	3,910	–	–	0.03%	194
2022 Q4	$179K	Hold	3,910	–	–	0.03%	193
2022 Q3	$166K	Buy	3,910 +800	+26%	+$37.6K	0.03%	195
2022 Q2	$138K	Buy	+3,110	New	+$150K	0.03%	200

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Tortoise Investment Management's AVSU Position: Q2 2026 in Review

Tortoise Investment Management held its Avantis Responsible US Equity ETF (AVSU) position steady in Q2 2026 at 5,320 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #180.

Tortoise Investment Management first reported a position in AVSU in Q2 2022 and has held it in 17 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Tortoise Investment Management held 5,320 shares of Avantis Responsible US Equity ETF worth $471K as of Q2 2026.
Tortoise Investment Management left its Avantis Responsible US Equity ETF share count unchanged in Q2 2026.
Avantis Responsible US Equity ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #180 holding.
Tortoise Investment Management first reported a position in Avantis Responsible US Equity ETF in Q2 2022 and has held it in 17 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.