Allied Private Wealth’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Allied Private Wealth’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 Q2	$6.58K	Buy	+142	New	+$6.62K	﹤0.01%	582

Other funds holding AVSF

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

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Allied Private Wealth's AVSF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026: 142 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Allied Private Wealth held 142 shares of Avantis Short-Term Fixed Income ETF worth $6.58K as of Q2 2026.
Avantis Short-Term Fixed Income ETF was a new Allied Private Wealth position in Q2 2026.
Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #582 holding.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.