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 Q2	$95M	Buy	2,039,533 +83,603	+4%	+$3.9M	2.67%	15
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

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

MASECO Private Wealth's AVSF Position: Q2 2026 in Review

MASECO Private Wealth increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 4.3% in Q2 2026, buying an estimated $3.9M and bringing the position to 2,039,533 shares worth $95M. The position accounts for 2.67% of the portfolio, ranked #15.

MASECO Private Wealth first reported a position in AVSF in Q2 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

MASECO Private Wealth held 2,039,533 shares of Avantis Short-Term Fixed Income ETF worth $95M as of Q2 2026.
MASECO Private Wealth bought 83,603 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $3.9M.
Avantis Short-Term Fixed Income ETF made up 2.67% of MASECO Private Wealth's portfolio in Q2 2026, its #15 holding.
MASECO Private Wealth first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2025 and has held it in 3 quarters since.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.