Lion Street Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-14,909	Closed	-$701K	–	239
2025 Q2	$701K	Buy	14,909 +1,661	+13%	+$77.5K	0.21%	107
2025 Q1	$619K	Buy	13,248 +817	+7%	+$37.9K	0.2%	111
2024 Q4	$574K	Buy	12,431 +902	+8%	+$41.9K	0.18%	118
2024 Q3	$543K	Buy	11,529 +812	+8%	+$37.9K	0.19%	121
2024 Q2	$495K	Buy	10,717 +2,705	+34%	+$124K	0.18%	119
2024 Q1	$372K	Hold	8,012	–	–	0.15%	145
2023 Q4	$372K	Buy	8,012 +3,119	+64%	+$143K	0.15%	145
2023 Q3	$223K	Buy	+4,893	New	+$224K	0.07%	226

Other funds holding AVSF

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAS

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

MWM

Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

FVIM

Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return

Lion Street Advisors's AVSF Position: Q3 2025 in Review

Lion Street Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2025, closing a stake of 14,909 shares — an estimated $701K sold.

Lion Street Advisors first reported a position in AVSF in Q3 2023 and held it in 8 quarters. The position peaked at $701K in Q2 2025. 63 funds tracked by Wall St. Rank hold AVSF as of Q3 2025.

Lion Street Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 14,909 Avantis Short-Term Fixed Income ETF shares in Q3 2025, an estimated $701K.
Lion Street Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2023 and held it in 8 quarters.
Lion Street Advisors's Avantis Short-Term Fixed Income ETF position peaked at $701K in Q2 2025.
63 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.