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Park Square Financial Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-2,602
Closed -$122K – 311
2025
Q2 		$122K Buy
2,602
+2,395
+1,157% +$112K 0.09% 171
2025
Q1 		$9.68K Buy
+207
New +$9.6K 0.01% 604

Other funds holding AVSF

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
SW
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
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $197M AUM 19.92% 1-Year Est. Return

Park Square Financial Group's AVSF Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2025, closing a stake of 2,602 shares — an estimated $122K sold.

Park Square Financial Group first reported a position in AVSF in Q1 2025 and held it in 2 quarters. The position peaked at $122K in Q2 2025. 63 funds tracked by Wall St. Rank hold AVSF as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis Short-Term Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,602 Avantis Short-Term Fixed Income ETF shares in Q3 2025, an estimated $122K.
  • Park Square Financial Group first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis Short-Term Fixed Income ETF position peaked at $122K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.