Mosley Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Mosley Wealth Management’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	$7.4K	Buy	+159	New	+$7.42K	﹤0.01%	405

Other funds holding AVSF

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM

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

Mosley Wealth Management's AVSF Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026: 159 shares worth $7.4K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

60 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Mosley Wealth Management held 159 shares of Avantis Short-Term Fixed Income ETF worth $7.4K as of Q2 2026.
Avantis Short-Term Fixed Income ETF was a new Mosley Wealth Management position in Q2 2026.
Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #405 holding.
60 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.