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AE Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

AE Wealth Management’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Sell
33,939
-5,762
-15% -$271K 0.01% 713
2025
Q4 		$1.87M Buy
39,701
+7,429
+23% +$350K 0.01% 622
2025
Q3 		$1.52M Buy
32,272
+12,152
+60% +$571K 0.01% 636
2025
Q2 		$946K Buy
20,120
+5,493
+38% +$256K 0.01% 737
2025
Q1 		$684K Buy
14,627
+11,025
+306% +$511K 0.01% 823
2024
Q4 		$166K Buy
+3,602
New +$167K ﹤0.01% 1317

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AE Wealth Management's AVSF Position: Q1 2026 in Review

AE Wealth Management reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 15% in Q1 2026, selling an estimated $271K and leaving 33,939 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #713.

AE Wealth Management first reported a position in AVSF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • AE Wealth Management held 33,939 shares of Avantis Short-Term Fixed Income ETF worth $1.59M as of Q1 2026.
  • AE Wealth Management sold 5,762 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $271K.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #713 holding.
  • AE Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Avantis Short-Term Fixed Income ETF position peaked at $1.87M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.