Apella Capital’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Apella Capital’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 Q3	$807K	Buy	17,702 +8,864	+100%	+$410K	0.01%	428
2026 Q2	$410K	Hold	8,838	–	–	0.01%	514
2026 Q1	$415K	Hold	8,838	–	–	0.01%	491
2025 Q4	$416K	Buy	8,838 +9	+0.1%	+$424	0.01%	392
2025 Q3	$418K	Hold	8,829	–	–	0.01%	356
2025 Q2	$413K	Hold	8,829	–	–	0.01%	316
2025 Q1	$410K	Hold	8,829	–	–	0.01%	272
2024 Q4	$407K	Hold	8,829	–	–	0.02%	249
2024 Q3	$415K	Hold	8,829	–	–	0.02%	233
2024 Q2	$408K	Sell	8,829 -8,030	-48%	-$369K	0.02%	223
2024 Q1	$777K	Sell	16,859 -12,349	-42%	-$571K	0.04%	158
2023 Q4	$1.35M	Buy	+29,208	New	+$1.34M	0.08%	115

Other funds holding AVSF

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Apella Capital's AVSF Position: Q3 2026 in Review

Apella Capital increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 100% in Q3 2026, buying an estimated $410K and bringing the position to 17,702 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #428.

Apella Capital first reported a position in AVSF in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q4 2023. 17 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

Apella Capital held 17,702 shares of Avantis Short-Term Fixed Income ETF worth $807K as of Q3 2026.
Apella Capital bought 8,864 Avantis Short-Term Fixed Income ETF shares in Q3 2026, an estimated $410K.
Avantis Short-Term Fixed Income ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #428 holding.
Apella Capital first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Apella Capital's Avantis Short-Term Fixed Income ETF position peaked at $1.35M in Q4 2023.
17 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.