Foundations Investment Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Foundations Investment 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
2026 Q2	$314K	Buy	+6,742	New	+$314K	﹤0.01%	947

Other funds holding AVSF

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Financial Plan Inc Bellingham, Washington $1.05B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Foundations Investment Advisors's AVSF Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026: 6,742 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Foundations Investment Advisors held 6,742 shares of Avantis Short-Term Fixed Income ETF worth $314K as of Q2 2026.
Avantis Short-Term Fixed Income ETF was a new Foundations Investment Advisors position in Q2 2026.
Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #947 holding.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.