Investment Advisory Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Investment Advisory Group’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	$410K	Buy	8,800 +300	+4%	+$14K	0.09%	136
2026 Q1	$398K	Hold	8,500	–	–	0.1%	127
2025 Q4	$400K	Buy	8,500 +1,200	+16%	+$56.6K	0.1%	123
2025 Q3	$345K	Buy	7,300 +3,000	+70%	+$141K	0.09%	134
2025 Q2	$202K	Buy	+4,300	New	+$201K	0.06%	171

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

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

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

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

Investment Advisory Group's AVSF Position: Q2 2026 in Review

Investment Advisory Group increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 3.5% in Q2 2026, buying an estimated $14K and bringing the position to 8,800 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #136.

Investment Advisory Group first reported a position in AVSF in Q2 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Investment Advisory Group held 8,800 shares of Avantis Short-Term Fixed Income ETF worth $410K as of Q2 2026.
Investment Advisory Group bought 300 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $14K.
Avantis Short-Term Fixed Income ETF made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #136 holding.
Investment Advisory Group first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.