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Money Concepts Capital’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-8
Closed -$367 – 640
2022
Q4 		$367 Buy
+8
New +$366 ﹤0.01% 3048

Other funds holding AVSF

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PLFA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Money Concepts Capital's AVSF Position: Q1 2023 in Review

Money Concepts Capital sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2023, closing a stake of 8 shares — an estimated $367 sold.

Money Concepts Capital first reported a position in AVSF in Q4 2022 and held it in 1 quarter. The position peaked at $367 in Q4 2022. 38 funds tracked by Wall St. Rank hold AVSF as of Q1 2023.

  • Money Concepts Capital reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 8 Avantis Short-Term Fixed Income ETF shares in Q1 2023, an estimated $367.
  • Money Concepts Capital first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Avantis Short-Term Fixed Income ETF position peaked at $367 in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.