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Action Point Financial Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Action Point Financial Planning’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 		$794K Sell
19,175
-1,396
-7% -$57.9K 0.08% 194
2026
Q1 		$855K Buy
+20,571
New +$863K 0.76% 28

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Action Point Financial Planning's AVIG Position: Q2 2026 in Review

Action Point Financial Planning reduced its Avantis Core Fixed Income ETF (AVIG) stake by 6.8% in Q2 2026, selling an estimated $57.9K and leaving 19,175 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #194.

Action Point Financial Planning first reported a position in AVIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $855K in Q1 2026. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Action Point Financial Planning held 19,175 shares of Avantis Core Fixed Income ETF worth $794K as of Q2 2026.
  • Action Point Financial Planning sold 1,396 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $57.9K.
  • Avantis Core Fixed Income ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #194 holding.
  • Action Point Financial Planning first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Action Point Financial Planning's Avantis Core Fixed Income ETF position peaked at $855K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.