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

Wealth Enhancement Trust 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	$293K	Sell	3,309 -399	-11%	-$33.4K	0.03%	255
2026 Q1	$274K	Sell	3,708 -872	-19%	-$67.4K	0.03%	252
2025 Q4	$349K	Buy	+4,580	New	+$343K	0.04%	221

Other funds holding AVSU

MPW

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Avantis Responsible US Equity ETF (AVSU) stake by 11% in Q2 2026, selling an estimated $33.4K and leaving 3,309 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #255.

Wealth Enhancement Trust Services first reported a position in AVSU in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 71 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Wealth Enhancement Trust Services held 3,309 shares of Avantis Responsible US Equity ETF worth $293K as of Q2 2026.
Wealth Enhancement Trust Services sold 399 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $33.4K.
Avantis Responsible US Equity ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #255 holding.
Wealth Enhancement Trust Services first reported a position in Avantis Responsible US Equity ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's Avantis Responsible US Equity ETF position peaked at $349K in Q4 2025.
71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

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