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Evanson Asset Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Evanson Asset Management’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 		– Sell
-6,215
Closed -$293K – 323
2025
Q4 		$293K Buy
+6,215
New +$293K 0.02% 267

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SC
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VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $16B AUM 26.77% 1-Year Est. Return

Evanson Asset Management's AVSF Position: Q1 2026 in Review

Evanson Asset Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2026, closing a stake of 6,215 shares — an estimated $293K sold.

Evanson Asset Management first reported a position in AVSF in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • Evanson Asset Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 6,215 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $293K.
  • Evanson Asset Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Evanson Asset Management's Avantis Short-Term Fixed Income ETF position peaked at $293K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.