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United Advisor Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

United Advisor Group’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 		$1.57M Buy
+33,632
New +$1.58M 0.19% 131

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
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
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

United Advisor Group's AVSF Position: Q1 2026 in Review

United Advisor Group opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2026: 33,632 shares worth $1.57M. The stake represents 0.19% of the portfolio and ranks #131 among its holdings.

110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

  • United Advisor Group held 33,632 shares of Avantis Short-Term Fixed Income ETF worth $1.57M as of Q1 2026.
  • Avantis Short-Term Fixed Income ETF was a new United Advisor Group position in Q1 2026.
  • Avantis Short-Term Fixed Income ETF made up 0.19% of United Advisor Group's portfolio in Q1 2026, its #131 holding.
  • 110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.