MASECO Private Wealth’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

MASECO Private Wealth’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	$91.6M	Buy	+1,955,930	New	+$92M	2.87%	11
2025 Q3	–	Sell	-1,566,243	Closed	-$73.7M	–	292
2025 Q2	$73.7M	Buy	+1,566,243	New	+$73.1M	2.8%	11

Other funds holding AVSF

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

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

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

Envestnet Asset Management

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

Creative Planning

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

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

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return