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SWMG LLC’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

SWMG LLC’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 		– Sell
-19,907
Closed -$932K – 103
2026
Q1 		$932K Buy
+19,907
New +$937K 0.27% 36

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $214M AUM 21.54% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWMG LLC's AVSF Position: Q2 2026 in Review

SWMG LLC sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2026, closing a stake of 19,907 shares — an estimated $932K sold.

SWMG LLC first reported a position in AVSF in Q1 2026 and held it in 1 quarter. The position peaked at $932K in Q1 2026. 42 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • SWMG LLC reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 19,907 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $932K.
  • SWMG LLC first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • SWMG LLC's Avantis Short-Term Fixed Income ETF position peaked at $932K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.