Burk Holdings’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Burk Holdings’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	$218K	Hold	4,674	–	–	0.08%	72
2026 Q1	$219K	Hold	4,674	–	–	0.09%	70
2025 Q4	$220K	Buy	4,674 +254	+6%	+$12K	0.11%	73
2025 Q3	$209K	Hold	4,420	–	–	0.11%	70
2025 Q2	$208K	Hold	4,420	–	–	0.13%	59
2025 Q1	$207K	Hold	4,420	–	–	0.16%	57
2024 Q4	$204K	Buy	+4,420	New	+$205K	0.16%	55

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Burk Holdings's AVSF Position: Q2 2026 in Review

Burk Holdings held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q2 2026 at 4,674 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #72.

Burk Holdings first reported a position in AVSF in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q4 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Burk Holdings held 4,674 shares of Avantis Short-Term Fixed Income ETF worth $218K as of Q2 2026.
Burk Holdings left its Avantis Short-Term Fixed Income ETF share count unchanged in Q2 2026.
Avantis Short-Term Fixed Income ETF made up 0.08% of Burk Holdings's portfolio in Q2 2026, its #72 holding.
Burk Holdings first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Burk Holdings's Avantis Short-Term Fixed Income ETF position peaked at $220K in Q4 2025.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.