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

Tortoise 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
2025
Q4 		– Sell
-2,040
Closed -$96.3K – 340
2025
Q3 		$96.3K Hold
2,040
– – 0.01% 316
2025
Q2 		$95.9K Hold
2,040
– – 0.01% 301
2025
Q1 		$95.3K Hold
2,040
– – 0.01% 293
2024
Q4 		$94.1K Hold
2,040
– – 0.01% 323
2024
Q3 		$96.1K Sell
2,040
-1,250
-38% -$58.4K 0.01% 319
2024
Q2 		$152K Sell
3,290
-726
-18% -$33.4K 0.02% 253
2024
Q1 		$186K Buy
4,016
+216
+6% +$9.99K 0.02% 225
2023
Q4 		$176K Hold
3,800
– – 0.02% 219
2023
Q3 		$173K Buy
3,800
+750
+25% +$34.3K 0.03% 208
2023
Q2 		$140K Hold
3,050
– – 0.02% 241
2023
Q1 		$141K Sell
3,050
-3,710
-55% -$171K 0.02% 224
2022
Q4 		$310K Hold
6,760
– – 0.05% 160
2022
Q3 		$308K Sell
6,760
-50
-0.7% -$2.33K 0.06% 154
2022
Q2 		$319K Buy
6,810
+5,200
+323% +$244K 0.06% 144
2022
Q1 		$77K Hold
1,610
– – 0.01% 256
2021
Q4 		$80K Buy
+1,610
New +$79.8K 0.02% 236

Other funds holding AVSF

SC
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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
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 22.9% 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
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $137M AUM

Tortoise Investment Management's AVSF Position: Q4 2025 in Review

Tortoise Investment Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q4 2025, closing a stake of 2,040 shares — an estimated $96.3K sold.

Tortoise Investment Management first reported a position in AVSF in Q4 2021 and held it in 16 quarters. The position peaked at $319K in Q2 2022. 76 funds tracked by Wall St. Rank hold AVSF as of Q4 2025.

  • Tortoise Investment Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2,040 Avantis Short-Term Fixed Income ETF shares in Q4 2025, an estimated $96.3K.
  • Tortoise Investment Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2021 and held it in 16 quarters.
  • Tortoise Investment Management's Avantis Short-Term Fixed Income ETF position peaked at $319K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.