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

Simplicity Wealth’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	$34.5M	Buy	741,461 +9,778	+1%	+$456K	1.17%	11
2026 Q1	$34.2M	Buy	731,683 +65,552	+10%	+$3.08M	1.94%	6
2025 Q4	$31.4M	Buy	666,131 +30,981	+5%	+$1.46M	1.87%	6
2025 Q3	$30M	Sell	635,150 -664,216	-51%	-$31.2M	1.74%	7
2025 Q2	$61.1M	Buy	1,299,366 +681,838	+110%	+$31.8M	2.54%	5
2025 Q1	$28.9M	Buy	+617,528	New	+$28.6M	2.24%	6
2024 Q4	–	Sell	-476,671	Closed	-$22.5M	–	338
2024 Q3	$22.5M	Buy	476,671 +421,598	+766%	+$19.7M	2.08%	8
2024 Q2	$2.54M	Buy	55,073 +47,755	+653%	+$2.2M	0.06%	311
2024 Q1	$339K	Buy	+7,318	New	+$339K	0.01%	874

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WRPWM

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

Simplicity Wealth's AVSF Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 1.3% in Q2 2026, buying an estimated $456K and bringing the position to 741,461 shares worth $34.5M. The position accounts for 1.17% of the portfolio, ranked #11.

Simplicity Wealth first reported a position in AVSF in Q1 2024 and has held it in 9 quarters since. The position peaked at $61.1M in Q2 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Simplicity Wealth held 741,461 shares of Avantis Short-Term Fixed Income ETF worth $34.5M as of Q2 2026.
Simplicity Wealth bought 9,778 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $456K.
Avantis Short-Term Fixed Income ETF made up 1.17% of Simplicity Wealth's portfolio in Q2 2026, its #11 holding.
Simplicity Wealth first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Avantis Short-Term Fixed Income ETF position peaked at $61.1M in Q2 2025.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.