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

Wealthstream 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
2025
Q3 		$3.05M Buy
41,486
+3,046
+8% +$217K 0.46% 24
2025
Q2 		$2.64M Buy
38,440
+4,254
+12% +$270K 0.44% 24
2025
Q1 		$2.13M Sell
34,186
-801
-2% -$53K 0.4% 26
2024
Q4 		$2.31M Buy
34,987
+10,262
+42% +$687K 0.43% 27
2024
Q3 		$1.61M Buy
24,725
+800
+3% +$50.4K 0.29% 29
2024
Q2 		$1.48M Buy
23,925
+329
+1% +$19.8K 0.54% 28
2024
Q1 		$1.45M Buy
23,596
+390
+2% +$22.7K 0.55% 28
2023
Q4 		$1.3M Buy
23,206
+5,431
+31% +$280K 0.54% 25
2023
Q3 		$881K Buy
17,775
+932
+6% +$48.2K 0.46% 29
2023
Q2 		$870K Buy
16,843
+3,657
+28% +$179K 0.46% 29
2023
Q1 		$637K Buy
13,186
+7,303
+124% +$351K 0.38% 34
2022
Q4 		$269K Buy
+5,883
New +$271K 0.18% 58

Other funds holding AVSU

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealthstream Advisors's AVSU Position: Q3 2025 in Review

Wealthstream Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 7.9% in Q3 2025, buying an estimated $217K and bringing the position to 41,486 shares worth $3.05M. The position accounts for 0.46% of the portfolio, ranked #24.

Wealthstream Advisors first reported a position in AVSU in Q4 2022 and has held it in 12 quarters since. 73 funds tracked by Wall St. Rank hold AVSU as of Q3 2025.

  • Wealthstream Advisors held 41,486 shares of Avantis Responsible US Equity ETF worth $3.05M as of Q3 2025.
  • Wealthstream Advisors bought 3,046 Avantis Responsible US Equity ETF shares in Q3 2025, an estimated $217K.
  • Avantis Responsible US Equity ETF made up 0.46% of Wealthstream Advisors's portfolio in Q3 2025, its #24 holding.
  • Wealthstream Advisors first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 12 quarters since.
  • 73 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.