Creative Planning
AVSF icon

Creative Planning’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Creative Planning’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 		$18.7M Sell
399,433
-16,970
-4% -$799K 0.01% 473
2025
Q4 		$19.6M Buy
416,403
+26,290
+7% +$1.24M 0.01% 389
2025
Q3 		$18.4M Buy
390,113
+33,519
+9% +$1.58M 0.01% 380
2025
Q2 		$16.8M Buy
356,594
+4,048
+1% +$189K 0.01% 378
2025
Q1 		$16.5M Buy
352,546
+9,813
+3% +$455K 0.02% 363
2024
Q4 		$15.8M Buy
342,733
+19,348
+6% +$899K 0.02% 338
2024
Q3 		$15.2M Buy
323,385
+8,365
+3% +$391K 0.02% 334
2024
Q2 		$14.5M Buy
315,020
+11,060
+4% +$509K 0.02% 323
2024
Q1 		$14.1M Buy
303,960
+15,429
+5% +$714K 0.02% 325
2023
Q4 		$13.4M Buy
+288,531
New +$13.2M 0.02% 323
2023
Q2 		– Sell
-4
Closed -$186 – 2663
2023
Q1 		$186 Buy
+4
New +$184 ﹤0.01% 2617

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 $376B 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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return