FPI
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Financial Plan Inc’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Financial Plan Inc’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 		$43.2M Buy
926,710
+75,458
+9% +$3.52M 4.09% 7
2026
Q1 		$39.8M Buy
851,252
+110,763
+15% +$5.21M 4.27% 8
2025
Q4 		$34.9M Buy
+740,489
New +$34.9M 4% 8

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
AF
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

Financial Plan Inc's AVSF Position: Q2 2026 in Review

Financial Plan Inc increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 8.9% in Q2 2026, buying an estimated $3.52M and bringing the position to 926,710 shares worth $43.2M. The position accounts for 4.09% of the portfolio, ranked #7.

Financial Plan Inc first reported a position in AVSF in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Financial Plan Inc held 926,710 shares of Avantis Short-Term Fixed Income ETF worth $43.2M as of Q2 2026.
  • Financial Plan Inc bought 75,458 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $3.52M.
  • Avantis Short-Term Fixed Income ETF made up 4.09% of Financial Plan Inc's portfolio in Q2 2026, its #7 holding.
  • Financial Plan Inc first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.