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Axxcess Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Axxcess Wealth Management’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 		$2.94M Buy
+63,157
New +$2.95M 0.05% 329
2026
Q1 		– Sell
-111,626
Closed -$5.26M – 423
2025
Q4 		$5.26M Buy
111,626
+51,496
+86% +$2.43M 0.09% 200
2025
Q3 		$2.84M Buy
60,130
+3,632
+6% +$171K 0.06% 246
2025
Q2 		$2.66M Buy
56,498
+173
+0.3% +$8.07K 0.06% 239
2025
Q1 		$2.63M Buy
56,325
+51
+0.1% +$2.37K 0.07% 217
2024
Q4 		$2.6M Sell
56,274
-384
-0.7% -$17.8K 0.06% 229
2024
Q3 		$2.67M Sell
56,658
-19,893
-26% -$929K 0.07% 218
2024
Q2 		$3.53M Buy
76,551
+71,752
+1,495% +$3.3M 0.09% 174
2024
Q1 		$222K Buy
+4,799
New +$222K 0.01% 781

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 22.96% 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

Axxcess Wealth Management's AVSF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026: 63,157 shares worth $2.94M. The stake represents 0.05% of the portfolio and ranks #329 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVSF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVSF in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.26M in Q4 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Axxcess Wealth Management held 63,157 shares of Avantis Short-Term Fixed Income ETF worth $2.94M as of Q2 2026.
  • Avantis Short-Term Fixed Income ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Avantis Short-Term Fixed Income ETF made up 0.05% of Axxcess Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Axxcess Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Axxcess Wealth Management's Avantis Short-Term Fixed Income ETF position peaked at $5.26M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.