Ares Financial Consulting
AVSF icon

Ares Financial Consulting’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Ares Financial Consulting’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 		$16.1K Hold
353
– – 0.01% 459
2026
Q2 		$16.4K Sell
353
-122
-26% -$5.69K 0.01% 465
2026
Q1 		$22.3K Sell
475
-119
-20% -$5.6K 0.02% 375
2025
Q4 		$28K Buy
+594
New +$28K 0.03% 220

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Simplicity Wealth
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Creative Planning
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Savant Capital
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Park Avenue Securities
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Werba Rubin Papier Wealth Management
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Ferguson Johnson Wealth Management
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LPL Financial
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Ares Financial Consulting's AVSF Position: Q3 2026 in Review

Ares Financial Consulting held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q3 2026 at 353 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #459.

Ares Financial Consulting first reported a position in AVSF in Q4 2025 and has held it in 4 quarters since. The position peaked at $28K in Q4 2025. 61 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

  • Ares Financial Consulting held 353 shares of Avantis Short-Term Fixed Income ETF worth $16.1K as of Q3 2026.
  • Ares Financial Consulting left its Avantis Short-Term Fixed Income ETF share count unchanged in Q3 2026.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #459 holding.
  • Ares Financial Consulting first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Avantis Short-Term Fixed Income ETF position peaked at $28K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.