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

NewEdge 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
2026
Q2 		– Sell
-6,527
Closed -$305K – 4195
2026
Q1 		$305K Sell
6,527
-300
-4% -$14.1K ﹤0.01% 2324
2025
Q4 		$321K Sell
6,827
-1,433
-17% -$67.5K ﹤0.01% 2266
2025
Q3 		$390K Sell
8,260
-5,874
-42% -$276K ﹤0.01% 1994
2025
Q2 		$665K Sell
14,134
-8,566
-38% -$400K ﹤0.01% 1532
2025
Q1 		$1.06M Buy
+22,700
New +$1.05M 0.01% 1158

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
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
Creative Planning
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NewEdge Advisors's AVSF Position: Q2 2026 in Review

NewEdge Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 6,527 shares — an estimated $305K sold.

NewEdge Advisors first reported a position in AVSF in Q1 2025 and held it in 5 quarters. The position peaked at $1.06M in Q1 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • NewEdge Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 6,527 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $305K.
  • NewEdge Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2025 and held it in 5 quarters.
  • NewEdge Advisors's Avantis Short-Term Fixed Income ETF position peaked at $1.06M in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.