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Trailhead Planners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Trailhead Planners’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 		$4.62M Sell
52,165
-57,239
-52% -$4.79M 4.46% 5
2026
Q1 		$8.09M Buy
109,404
+1,655
+2% +$128K 7.76% 4
2025
Q4 		$8.22M Buy
+107,749
New +$8.07M 8.08% 4

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 $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
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Trailhead Planners's AVSU Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis Responsible US Equity ETF (AVSU) stake by 52% in Q2 2026, selling an estimated $4.79M and leaving 52,165 shares worth $4.62M. The position accounts for 4.46% of the portfolio, ranked #5.

Trailhead Planners first reported a position in AVSU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.22M in Q4 2025. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Trailhead Planners held 52,165 shares of Avantis Responsible US Equity ETF worth $4.62M as of Q2 2026.
  • Trailhead Planners sold 57,239 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $4.79M.
  • Avantis Responsible US Equity ETF made up 4.46% of Trailhead Planners's portfolio in Q2 2026, its #5 holding.
  • Trailhead Planners first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Avantis Responsible US Equity ETF position peaked at $8.22M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.