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

CoreCap 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 		$3.32M Sell
71,217
-162,178
-69% -$7.56M 0.1% 189
2026
Q1 		$10.9M Buy
233,395
+184,368
+376% +$8.68M 0.37% 51
2025
Q4 		$2.31M Buy
49,027
+10,941
+29% +$516K 0.08% 220
2025
Q3 		$1.8M Buy
38,086
+1,765
+5% +$83K 0.07% 251
2025
Q2 		$1.71M Buy
36,321
+6,246
+21% +$291K 0.07% 237
2025
Q1 		$1.41M Buy
30,075
+22,700
+308% +$1.05M 0.06% 266
2024
Q4 		$340K Buy
7,375
+4,780
+184% +$222K 0.02% 557
2024
Q3 		$122K Buy
+2,595
New +$121K 0.01% 836

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

CoreCap Advisors's AVSF Position: Q2 2026 in Review

CoreCap Advisors reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 69% in Q2 2026, selling an estimated $7.56M and leaving 71,217 shares worth $3.32M. The position accounts for 0.1% of the portfolio, ranked #189.

CoreCap Advisors first reported a position in AVSF in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q1 2026. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • CoreCap Advisors held 71,217 shares of Avantis Short-Term Fixed Income ETF worth $3.32M as of Q2 2026.
  • CoreCap Advisors sold 162,178 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $7.56M.
  • Avantis Short-Term Fixed Income ETF made up 0.1% of CoreCap Advisors's portfolio in Q2 2026, its #189 holding.
  • CoreCap Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • CoreCap Advisors's Avantis Short-Term Fixed Income ETF position peaked at $10.9M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.