Eaton-Cambridge’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Eaton-Cambridge’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	$1.58M	Hold	33,742	–	–	0.49%	15
2025 Q4	$1.59M	Sell	33,742 -3,773	-10%	-$178K	0.52%	13
2025 Q3	$1.77M	Sell	37,515 -72	-0.2%	-$3.39K	0.62%	11
2025 Q2	$1.77M	Buy	37,587 +107	+0.3%	+$4.99K	0.67%	11
2025 Q1	$1.75M	Buy	37,480 +32,251	+617%	+$1.5M	0.75%	11
2024 Q4	$241K	Hold	5,229	–	–	0.11%	31
2024 Q3	$246K	Hold	5,229	–	–	0.12%	29
2024 Q2	$241K	Sell	5,229 -665	-11%	-$30.6K	0.12%	28
2024 Q1	$273K	Hold	5,894	–	–	0.15%	25
2023 Q4	$274K	Buy	+5,894	New	+$270K	0.17%	25

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