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Arcadia Wealth Management (New York)’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Arcadia Wealth Management (New York)’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 		$3.04M Buy
65,336
+4,526
+7% +$211K 1.45% 17
2026
Q1 		$2.85M Buy
60,810
+11,168
+22% +$526K 1.54% 16
2025
Q4 		$2.34M Buy
49,642
+8,383
+20% +$395K 1.34% 19
2025
Q3 		$1.95M Buy
41,259
+8,548
+26% +$402K 1.18% 22
2025
Q2 		$1.54M Buy
32,711
+3,150
+11% +$147K 1.05% 23
2025
Q1 		$1.38M Buy
29,561
+4,804
+19% +$223K 1.08% 24
2024
Q4 		$1.14M Buy
+24,757
New +$1.15M 0.97% 23

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Arcadia Wealth Management (New York)'s AVSF Position: Q2 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 7.4% in Q2 2026, buying an estimated $211K and bringing the position to 65,336 shares worth $3.04M. The position accounts for 1.45% of the portfolio, ranked #17.

Arcadia Wealth Management (New York) first reported a position in AVSF in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Arcadia Wealth Management (New York) held 65,336 shares of Avantis Short-Term Fixed Income ETF worth $3.04M as of Q2 2026.
  • Arcadia Wealth Management (New York) bought 4,526 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $211K.
  • Avantis Short-Term Fixed Income ETF made up 1.45% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #17 holding.
  • Arcadia Wealth Management (New York) first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.