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 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

PAS

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

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

ARA

Approach Retirement Advisors Vestavia, Alabama $138M AUM

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Apella Capital's AVSF Position: Q2 2026 in Review

Apella Capital held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q2 2026 at 8,838 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #514.

Apella Capital first reported a position in AVSF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2023. 15 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Apella Capital held 8,838 shares of Avantis Short-Term Fixed Income ETF worth $410K as of Q2 2026.
Apella Capital left its Avantis Short-Term Fixed Income ETF share count unchanged in Q2 2026.
Avantis Short-Term Fixed Income ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #514 holding.
Apella Capital first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Apella Capital's Avantis Short-Term Fixed Income ETF position peaked at $1.35M in Q4 2023.
15 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.