Red Lighthouse Investment Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Red Lighthouse Investment 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 Q1	–	Sell	-1,000	Closed	-$47.1K	–	84
2025 Q4	$47.1K	Hold	1,000	–	–	0.02%	77
2025 Q3	$47.2K	Hold	1,000	–	–	0.02%	100
2025 Q2	$47K	Hold	1,000	–	–	0.02%	99
2025 Q1	$46.3K	Hold	1,000	–	–	0.02%	93
2024 Q4	$46.1K	Hold	1,000	–	–	0.02%	96
2024 Q3	$47.1K	Hold	1,000	–	–	0.02%	94
2024 Q2	$46.2K	Hold	1,000	–	–	0.02%	93
2024 Q1	$46.3K	Hold	1,000	–	–	0.02%	93
2023 Q4	$46.4K	Hold	1,000	–	–	0.02%	90
2023 Q3	$45.5K	Hold	1,000	–	–	0.02%	84
2023 Q2	$45.9K	Hold	1,000	–	–	0.02%	86
2023 Q1	$46.3K	Hold	1,000	–	–	0.02%	85
2022 Q4	$45.9K	Buy	+1,000	New	+$45.8K	0.02%	84

Other funds holding AVSF

MPW

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Red Lighthouse Investment Management's AVSF Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2026, closing a stake of 1,000 shares — an estimated $47.1K sold.

Red Lighthouse Investment Management first reported a position in AVSF in Q4 2022 and held it in 13 quarters. The position peaked at $47.2K in Q3 2025. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

Red Lighthouse Investment Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Red Lighthouse Investment Management sold 1,000 Avantis Short-Term Fixed Income ETF shares in Q1 2026, an estimated $47.1K.
Red Lighthouse Investment Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2022 and held it in 13 quarters.
Red Lighthouse Investment Management's Avantis Short-Term Fixed Income ETF position peaked at $47.2K in Q3 2025.
110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.