AWMNY
AVSF icon

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
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
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 $445B AUM 25.58% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
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 22.96% 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 $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Arcadia Wealth Management (New York)'s AVSF Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 22% in Q1 2026, buying an estimated $526K and bringing the position to 60,810 shares worth $2.85M. The position accounts for 1.54% of the portfolio, ranked #16.

Arcadia Wealth Management (New York) first reported a position in AVSF in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Arcadia Wealth Management (New York) held 60,810 shares of Avantis Short-Term Fixed Income ETF worth $2.85M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 11,168 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $526K.
  • Avantis Short-Term Fixed Income ETF made up 1.54% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #16 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 6 quarters since.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.