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Global Trust Asset Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Global Trust Asset 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
2022
Q3 		– Sell
-250
Closed -$12K – 432
2022
Q2 		$12K Hold
250
– – 0.01% 308
2022
Q1 		$12K Hold
250
– – 0.01% 362
2021
Q4 		$12K Buy
+250
New +$12.4K ﹤0.01% 333

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Global Trust Asset Management's AVSF Position: Q3 2022 in Review

Global Trust Asset Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2022, closing a stake of 250 shares — an estimated $12K sold.

Global Trust Asset Management first reported a position in AVSF in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 25 funds tracked by Wall St. Rank hold AVSF as of Q3 2022.

  • Global Trust Asset Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q3 2022 after selling out during the quarter.
  • Global Trust Asset Management sold 250 Avantis Short-Term Fixed Income ETF shares in Q3 2022, an estimated $12K.
  • Global Trust Asset Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and held it in 3 quarters.
  • Global Trust Asset Management's Avantis Short-Term Fixed Income ETF position peaked at $12K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2022.

Based on Global Trust Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.