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Heritage Oak Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Heritage Oak Wealth 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 		– Sell
-154,877
Closed -$7.25M – 102
2026
Q1 		$7.25M Buy
+154,877
New +$7.29M 2.3% 6

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

Heritage Oak Wealth Advisors's AVSF Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 154,877 shares — an estimated $7.25M sold.

Heritage Oak Wealth Advisors first reported a position in AVSF in Q1 2026 and held it in 1 quarter. The position peaked at $7.25M in Q1 2026. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 154,877 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $7.25M.
  • Heritage Oak Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $7.25M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.