EverSource Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

EverSource Wealth Advisors’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
2025 Q1	–	Sell	-9	Closed	-$415	–	4033
2024 Q4	$415	Hold	9	–	–	﹤0.01%	3256
2024 Q3	$424	Hold	9	–	–	﹤0.01%	2901
2024 Q2	$419	Hold	9	–	–	﹤0.01%	2927
2024 Q1	$412	Sell	9 -31,481	-100%	-$1.46M	﹤0.01%	2757
2023 Q4	$1.46M	Sell	31,490 -41	-0.1%	-$1.88K	0.13%	140
2023 Q3	$1.44M	Buy	31,531 +480	+2%	+$21.9K	0.15%	131
2023 Q2	$1.42M	Sell	31,051 -250	-0.8%	-$11.5K	0.16%	126
2023 Q1	$1.45M	Sell	31,301 -2,362	-7%	-$109K	0.18%	109
2022 Q4	$1.54M	Sell	33,663 -874	-3%	-$40K	0.23%	90
2022 Q3	$1.58M	Buy	34,537 +1,772	+5%	+$82.6K	0.36%	51
2022 Q2	$1.53M	Buy	32,765 +2,010	+7%	+$94.4K	0.4%	52
2022 Q1	$1.46M	Buy	30,755 +856	+3%	+$41.5K	0.37%	51
2021 Q4	$1.48M	Buy	+29,899	New	+$1.48M	0.41%	47

Other funds holding AVSF

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

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

MWM

Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return

PAS

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

FVIM

Fort Vancouver Investment Management Vancouver, Washington $197M AUM 19.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's AVSF Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2025, closing a stake of 9 shares — an estimated $415 sold.

EverSource Wealth Advisors first reported a position in AVSF in Q4 2021 and held it in 13 quarters. The position peaked at $1.58M in Q3 2022. 64 funds tracked by Wall St. Rank hold AVSF as of Q1 2025.

EverSource Wealth Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 9 Avantis Short-Term Fixed Income ETF shares in Q1 2025, an estimated $415.
EverSource Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and held it in 13 quarters.
EverSource Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $1.58M in Q3 2022.
64 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.