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

Trellis 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
Q2 		$2.82M Buy
31,912
+3
+0% +$251 0.97% 13
2026
Q1 		$2.36M Sell
31,909
-1,310
-4% -$101K 0.9% 13
2025
Q4 		$2.53M Sell
33,219
-127
-0.4% -$9.51K 0.99% 13
2025
Q3 		$2.45M Sell
33,346
-65
-0.2% -$4.63K 1% 13
2025
Q2 		$2.29M Sell
33,411
-164
-0.5% -$10.4K 1% 13
2025
Q1 		$2.09M Buy
33,575
+3
+0% +$199 1.02% 13
2024
Q4 		$2.22M Sell
33,572
-382
-1% -$25.6K 1.12% 11
2024
Q3 		$2.22M Buy
33,954
+3
+0% +$189 1.11% 12
2024
Q2 		$2.1M Buy
33,951
+2
+0% +$121 1.15% 11
2024
Q1 		$2.09M Buy
33,949
+2
+0% +$117 1.18% 11
2023
Q4 		$1.91M Buy
33,947
+28,359
+507% +$1.46M 1.04% 14
2023
Q3 		$277K Buy
+5,588
New +$289K 0.17% 29

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

Trellis Wealth Advisors's AVSU Position: Q2 2026 in Review

Trellis Wealth Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 0.01% in Q2 2026, buying an estimated $251 and bringing the position to 31,912 shares worth $2.82M. The position accounts for 0.97% of the portfolio, ranked #13.

Trellis Wealth Advisors first reported a position in AVSU in Q3 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Trellis Wealth Advisors held 31,912 shares of Avantis Responsible US Equity ETF worth $2.82M as of Q2 2026.
  • Trellis Wealth Advisors bought 3 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $251.
  • Avantis Responsible US Equity ETF made up 0.97% of Trellis Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Trellis Wealth Advisors first reported a position in Avantis Responsible US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.