Wealth Enhancement Advisory Services
AVSU icon

Wealth Enhancement Advisory Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.9M Sell
123,295
-1,120
-0.9% -$93.8K 0.02% 638
2026
Q1 		$9.3M Sell
124,415
-29,224
-19% -$2.26M 0.02% 618
2025
Q4 		$12M Buy
153,639
+8,812
+6% +$660K 0.02% 630
2025
Q3 		$10.7M Buy
144,827
+6,245
+5% +$445K 0.02% 633
2025
Q2 		$9.67M Buy
138,582
+695
+0.5% +$44.2K 0.02% 639
2025
Q1 		$8.6M Buy
+137,887
New +$9.13M 0.02% 632

Other funds holding AVSU

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVSU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Avantis Responsible US Equity ETF (AVSU) stake by 0.9% in Q2 2026, selling an estimated $93.8K and leaving 123,295 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #638.

Wealth Enhancement Advisory Services first reported a position in AVSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $12M in Q4 2025. 15 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 123,295 shares of Avantis Responsible US Equity ETF worth $10.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,120 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $93.8K.
  • Avantis Responsible US Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #638 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Avantis Responsible US Equity ETF position peaked at $12M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.