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 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

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return