FEM
AVSF icon

Fulcrum Equity Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Fulcrum Equity 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
Q2 		– Sell
-17,107
Closed -$801K – 145
2026
Q1 		$801K Buy
+17,107
New +$805K 0.77% 33

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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
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 22.96% 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

Fulcrum Equity Management's AVSF Position: Q2 2026 in Review

Fulcrum Equity Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 17,107 shares — an estimated $801K sold.

Fulcrum Equity Management first reported a position in AVSF in Q1 2026 and held it in 1 quarter. The position peaked at $801K in Q1 2026. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Fulcrum Equity Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Fulcrum Equity Management sold 17,107 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $801K.
  • Fulcrum Equity Management first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Fulcrum Equity Management's Avantis Short-Term Fixed Income ETF position peaked at $801K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.