Kestra Advisory Services’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Kestra Advisory Services’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 Q1	$1.31M	Sell	28,094 -67	-0.2%	-$3.15K	0.01%	1548
2025 Q4	$1.33M	Buy	28,161 +15,891	+130%	+$749K	0.01%	1471
2025 Q3	$579K	Buy	+12,270	New	+$577K	﹤0.01%	1957
2023 Q1	–	Sell	-620,776	Closed	-$28.5M	–	2070
2022 Q4	$28.5M	Buy	+620,776	New	+$28.4M	0.25%	85

Other funds holding AVSF

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kestra Advisory Services's AVSF Position: Q1 2026 in Review

Kestra Advisory Services reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 0.24% in Q1 2026, selling an estimated $3.15K and leaving 28,094 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1548.

Kestra Advisory Services first reported a position in AVSF in Q4 2022 and has held it in 4 quarters since. The position peaked at $28.5M in Q4 2022. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

Kestra Advisory Services held 28,094 shares of Avantis Short-Term Fixed Income ETF worth $1.31M as of Q1 2026.
Kestra Advisory Services sold 67 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $3.15K.
Avantis Short-Term Fixed Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1548 holding.
Kestra Advisory Services first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and has held it in 4 quarters since.
Kestra Advisory Services's Avantis Short-Term Fixed Income ETF position peaked at $28.5M in Q4 2022.
110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.