Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Cambridge Investment Research Advisors’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 		$269K Buy
+5,744
New +$270K ﹤0.01% 3390
2025
Q3 		– Sell
-6,648
Closed -$313K – 3725
2025
Q2 		$313K Sell
6,648
-753
-10% -$35.1K ﹤0.01% 2942
2025
Q1 		$346K Buy
7,401
+1,227
+20% +$56.9K ﹤0.01% 2743
2024
Q4 		$285K Hold
6,174
– – ﹤0.01% 2873
2024
Q3 		$291K Sell
6,174
-400
-6% -$18.7K ﹤0.01% 2855
2024
Q2 		$304K Buy
6,574
+1,500
+30% +$69K ﹤0.01% 2695
2024
Q1 		$235K Sell
5,074
-260
-5% -$12K ﹤0.01% 2886
2023
Q4 		$248K Buy
5,334
+585
+12% +$26.8K ﹤0.01% 2746
2023
Q3 		$216K Hold
4,749
– – ﹤0.01% 2752
2023
Q2 		$218K Buy
4,749
+409
+9% +$18.9K ﹤0.01% 2807
2023
Q1 		$201K Sell
4,340
-474
-10% -$21.9K ﹤0.01% 2824
2022
Q4 		$221K Buy
+4,814
New +$220K ﹤0.01% 2668

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $871M AUM 16.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Cambridge Investment Research Advisors's AVSF Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2026: 5,744 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #3390 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in AVSF as recently as Q2 2025.

Cambridge Investment Research Advisors first reported a position in AVSF in Q4 2022 and has held it in 12 quarters since. The position peaked at $346K in Q1 2025. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Cambridge Investment Research Advisors held 5,744 shares of Avantis Short-Term Fixed Income ETF worth $269K as of Q1 2026.
  • Avantis Short-Term Fixed Income ETF was a new Cambridge Investment Research Advisors position in Q1 2026.
  • Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3390 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and has held it in 12 quarters since.
  • Cambridge Investment Research Advisors's Avantis Short-Term Fixed Income ETF position peaked at $346K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.