Wealth Enhancement Advisory Services
AVSF icon

Wealth Enhancement Advisory Services’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$4.48M Buy
+98,277
New +$4.54M 0.01% 1161
2024
Q3 		– Sell
-6,701
Closed -$309K – 2810
2024
Q2 		$309K Hold
6,701
– – ﹤0.01% 1963
2024
Q1 		$310K Hold
6,701
– – ﹤0.01% 1900
2023
Q4 		$311K Hold
6,701
– – ﹤0.01% 1789
2023
Q3 		$305K Buy
+6,701
New +$306K ﹤0.01% 1731

Other funds holding AVSF

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVSF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2026: 98,277 shares worth $4.48M. The stake represents 0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in AVSF as recently as Q2 2024.

Wealth Enhancement Advisory Services first reported a position in AVSF in Q3 2023 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold AVSF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 98,277 shares of Avantis Short-Term Fixed Income ETF worth $4.48M as of Q3 2026.
  • Avantis Short-Term Fixed Income ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1161 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2023 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.