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Clearwater Capital Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Clearwater Capital 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
Q2 		$1.02M Hold
21,963
– – 0.08% 81
2026
Q1 		$1.03M Sell
21,963
-2,946
-12% -$139K 0.08% 71
2025
Q4 		$1.17M Sell
24,909
-764
-3% -$36K 0.1% 68
2025
Q3 		$1.21M Buy
25,673
+1,505
+6% +$70.8K 0.1% 72
2025
Q2 		$1.14M Buy
24,168
+538
+2% +$25.1K 0.1% 68
2025
Q1 		$1.1M Sell
23,630
-9,039
-28% -$419K 0.11% 70
2024
Q4 		$1.51M Buy
32,669
+3,698
+13% +$172K 0.15% 63
2024
Q3 		$1.37M Buy
28,971
+2,902
+11% +$136K 0.13% 67
2024
Q2 		$1.2M Buy
26,069
+18,723
+255% +$861K 0.13% 68
2024
Q1 		$340K Buy
+7,346
New +$340K 0.04% 124

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

Clearwater Capital Advisors's AVSF Position: Q2 2026 in Review

Clearwater Capital Advisors held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q2 2026 at 21,963 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #81.

Clearwater Capital Advisors first reported a position in AVSF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q4 2024. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Clearwater Capital Advisors held 21,963 shares of Avantis Short-Term Fixed Income ETF worth $1.02M as of Q2 2026.
  • Clearwater Capital Advisors 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 Clearwater Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Clearwater Capital Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Clearwater Capital Advisors's Avantis Short-Term Fixed Income ETF position peaked at $1.51M in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.