WMS Partners’s Avantis Responsible US Equity ETF AVSU Stock Holding History

WMS Partners’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 Q1	–	Sell	-23,924	Closed	-$1.58M	–	28
2024 Q4	$1.58M	Buy	23,924 +586	+3%	+$39.2K	0.09%	90
2024 Q3	$1.52M	Buy	23,338 +2,534	+12%	+$160K	0.09%	91
2024 Q2	$1.28M	Buy	20,804 +8,055	+63%	+$486K	0.08%	89
2024 Q1	$783K	Buy	12,749 +2,352	+23%	+$137K	0.05%	117
2023 Q4	$584K	Buy	10,397 +2,122	+26%	+$110K	0.04%	142
2023 Q3	$410K	Buy	8,275 +991	+14%	+$51.2K	0.03%	168
2023 Q2	$376K	Buy	7,284 +2,789	+62%	+$136K	0.03%	189
2023 Q1	$217K	Buy	+4,495	New	+$216K	0.02%	249

Other funds holding AVSU

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

WMS Partners's AVSU Position: Q1 2025 in Review

WMS Partners sold out of Avantis Responsible US Equity ETF (AVSU) in Q1 2025, closing a stake of 23,924 shares — an estimated $1.58M sold.

WMS Partners first reported a position in AVSU in Q1 2023 and held it in 8 quarters. The position peaked at $1.58M in Q4 2024. 71 funds tracked by Wall St. Rank hold AVSU as of Q1 2025.

WMS Partners reported no remaining Avantis Responsible US Equity ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 23,924 Avantis Responsible US Equity ETF shares in Q1 2025, an estimated $1.58M.
WMS Partners first reported a position in Avantis Responsible US Equity ETF in Q1 2023 and held it in 8 quarters.
WMS Partners's Avantis Responsible US Equity ETF position peaked at $1.58M in Q4 2024.
71 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.