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 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

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

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

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return