AWM
AVIG icon

Abound Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Abound Wealth Management’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,929
Closed -$80.1K – 1383
2026
Q1 		$80.1K Buy
+1,929
New +$80.9K 0.02% 176

Other funds holding AVIG

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ARA
Approach Retirement Advisors Vestavia, Alabama $138M AUM
MW
Marrick Wealth Irvine, California $141M AUM

Abound Wealth Management's AVIG Position: Q2 2026 in Review

Abound Wealth Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 1,929 shares — an estimated $80.1K sold.

Abound Wealth Management first reported a position in AVIG in Q1 2026 and held it in 1 quarter. The position peaked at $80.1K in Q1 2026. 29 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Abound Wealth Management reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1,929 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $80.1K.
  • Abound Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Avantis Core Fixed Income ETF position peaked at $80.1K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.