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 Q2	$19.4M	Buy	415,934 +16,501	+4%	+$770K	0.01%	518
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 $3.56B 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Creative Planning's AVSF Position: Q2 2026 in Review

Creative Planning increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 4.1% in Q2 2026, buying an estimated $770K and bringing the position to 415,934 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #518.

Creative Planning first reported a position in AVSF in Q1 2023 and has held it in 12 quarters since. The position peaked at $19.6M in Q4 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Creative Planning held 415,934 shares of Avantis Short-Term Fixed Income ETF worth $19.4M as of Q2 2026.
Creative Planning bought 16,501 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $770K.
Avantis Short-Term Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #518 holding.
Creative Planning first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2023 and has held it in 12 quarters since.
Creative Planning's Avantis Short-Term Fixed Income ETF position peaked at $19.6M in Q4 2025.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.