Equius Partners’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Equius Partners’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
2022 Q4	$307K	Hold	6,701	–	–	0.09%	15
2022 Q3	$306K	Sell	6,701 -532	-7%	-$24.8K	0.11%	10
2022 Q2	$339K	Hold	7,233	–	–	0.11%	12
2022 Q1	$344K	Hold	7,233	–	–	0.15%	8
2021 Q4	$357K	Buy	+7,233	New	+$358K	0.15%	8

Other funds holding AVSF

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PLFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Equius Partners's AVSF Position: Q4 2022 in Review

Equius Partners held its Avantis Short-Term Fixed Income ETF (AVSF) position steady in Q4 2022 at 6,701 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #15.

Equius Partners first reported a position in AVSF in Q4 2021 and has held it in 5 quarters since. The position peaked at $357K in Q4 2021. 37 funds tracked by Wall St. Rank hold AVSF as of Q4 2022.

Equius Partners held 6,701 shares of Avantis Short-Term Fixed Income ETF worth $307K as of Q4 2022.
Equius Partners left its Avantis Short-Term Fixed Income ETF share count unchanged in Q4 2022.
Avantis Short-Term Fixed Income ETF made up 0.09% of Equius Partners's portfolio in Q4 2022, its #15 holding.
Equius Partners first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and has held it in 5 quarters since.
Equius Partners's Avantis Short-Term Fixed Income ETF position peaked at $357K in Q4 2021.
37 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.