Carson Wealth (CWM LLC)
AVSF icon

Carson Wealth (CWM LLC)’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.63K Buy
99
+98
+9,800% +$4.61K ﹤0.01% 5053
2025
Q4 		$0 Sell
1
-51
-98% -$2.4K ﹤0.01% 5369
2025
Q3 		$2K Buy
+52
New +$2.44K ﹤0.01% 4974

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
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

Carson Wealth (CWM LLC)'s AVSF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 9,800% in Q1 2026, buying an estimated $4.61K and bringing the position to 99 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #5053.

Carson Wealth (CWM LLC) first reported a position in AVSF in Q3 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99 shares of Avantis Short-Term Fixed Income ETF worth $4.63K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 98 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $4.61K.
  • Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5053 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.