AFC
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
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

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
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
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
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Ares Financial Consulting's AVSF Position: Q2 2026 in Review

Ares Financial Consulting reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 26% in Q2 2026, selling an estimated $5.69K and leaving 353 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #465.

Ares Financial Consulting first reported a position in AVSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $28K in Q4 2025. 57 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Ares Financial Consulting held 353 shares of Avantis Short-Term Fixed Income ETF worth $16.4K as of Q2 2026.
  • Ares Financial Consulting sold 122 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $5.69K.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #465 holding.
  • Ares Financial Consulting first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Avantis Short-Term Fixed Income ETF position peaked at $28K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.