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Wilkerson Advisory Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Wilkerson Advisory 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
Q2 		$461K Sell
9,897
-1,488
-13% -$69.4K 0.14% 61
2026
Q1 		$533K Sell
11,385
-218,053
-95% -$10.3M 0.18% 51
2025
Q4 		$10.8M Buy
+229,438
New +$10.8M 3.81% 8

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
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 22.96% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wilkerson Advisory Group's AVSF Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 13% in Q2 2026, selling an estimated $69.4K and leaving 9,897 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #61.

Wilkerson Advisory Group first reported a position in AVSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q4 2025. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Wilkerson Advisory Group held 9,897 shares of Avantis Short-Term Fixed Income ETF worth $461K as of Q2 2026.
  • Wilkerson Advisory Group sold 1,488 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $69.4K.
  • Avantis Short-Term Fixed Income ETF made up 0.14% of Wilkerson Advisory Group's portfolio in Q2 2026, its #61 holding.
  • Wilkerson Advisory Group first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Avantis Short-Term Fixed Income ETF position peaked at $10.8M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.