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

GeoWealth 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
-14,973
Closed -$701K – 890
2026
Q1 		$701K Buy
+14,973
New +$705K 0.03% 388

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

GeoWealth Management's AVSF Position: Q2 2026 in Review

GeoWealth Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 14,973 shares — an estimated $701K sold.

GeoWealth Management first reported a position in AVSF in Q1 2026 and held it in 1 quarter. The position peaked at $701K in Q1 2026. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • GeoWealth Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 14,973 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $701K.
  • GeoWealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • GeoWealth Management's Avantis Short-Term Fixed Income ETF position peaked at $701K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.