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

PCG Wealth 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 		$1.06M Sell
22,813
-7,227
-24% -$337K 0.24% 91
2026
Q1 		$1.41M Sell
30,040
-1,524
-5% -$71.7K 0.36% 76
2025
Q4 		$1.49M Buy
31,564
+3,314
+12% +$156K 0.42% 68
2025
Q3 		$1.33M Buy
+28,250
New +$1.33M 0.39% 71

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

PCG Wealth Advisors's AVSF Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 24% in Q2 2026, selling an estimated $337K and leaving 22,813 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #91.

PCG Wealth Advisors first reported a position in AVSF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • PCG Wealth Advisors held 22,813 shares of Avantis Short-Term Fixed Income ETF worth $1.06M as of Q2 2026.
  • PCG Wealth Advisors sold 7,227 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $337K.
  • Avantis Short-Term Fixed Income ETF made up 0.24% of PCG Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • PCG Wealth Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • PCG Wealth Advisors's Avantis Short-Term Fixed Income ETF position peaked at $1.49M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.