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

Waverly 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	$9.49M	Sell	128,440 -4,809	-4%	-$372K	0.07%	268
2025 Q4	$10.2M	Sell	133,249 -176	-0.1%	-$13.2K	0.08%	232
2025 Q3	$9.82M	Sell	133,425 -1,191	-0.9%	-$84.8K	0.1%	205
2025 Q2	$9.23M	Sell	134,616 -3,241	-2%	-$206K	0.1%	201
2025 Q1	$8.6M	Sell	137,857 -1,662	-1%	-$110K	0.1%	199
2024 Q4	$9.23M	Sell	139,519 -1,117	-0.8%	-$74.8K	0.14%	150
2024 Q3	$9.18M	Sell	140,636 -564	-0.4%	-$35.5K	0.17%	133
2024 Q2	$8.72M	Sell	141,200 -2,725	-2%	-$164K	0.17%	125
2024 Q1	$8.84M	Buy	143,925 +4,760	+3%	+$277K	0.21%	95
2023 Q4	$7.82M	Sell	139,165 -9,436	-6%	-$487K	0.29%	57
2023 Q3	$7.36M	Sell	148,601 -7,865	-5%	-$407K	0.32%	58
2023 Q2	$8.08M	Buy	+156,466	New	+$7.65M	0.35%	51

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

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

Trailhead Planners Edina, Minnesota $104M AUM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Waverly Advisors's AVSU Position: Q1 2026 in Review

Waverly Advisors reduced its Avantis Responsible US Equity ETF (AVSU) stake by 3.6% in Q1 2026, selling an estimated $372K and leaving 128,440 shares worth $9.49M. The position accounts for 0.07% of the portfolio, ranked #268.

Waverly Advisors first reported a position in AVSU in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2025. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Waverly Advisors held 128,440 shares of Avantis Responsible US Equity ETF worth $9.49M as of Q1 2026.
Waverly Advisors sold 4,809 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $372K.
Avantis Responsible US Equity ETF made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #268 holding.
Waverly Advisors first reported a position in Avantis Responsible US Equity ETF in Q2 2023 and has held it in 12 quarters since.
Waverly Advisors's Avantis Responsible US Equity ETF position peaked at $10.2M in Q4 2025.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.