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Advisory Resource Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Advisory Resource Group’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
2024
Q4 		– Sell
-206,654
Closed -$8.78M – 159
2024
Q3 		$8.78M Buy
206,654
+7,886
+4% +$330K 1.88% 11
2024
Q2 		$8.11M Buy
198,768
+23,175
+13% +$941K 1.83% 11
2024
Q1 		$7.24M Buy
175,593
+16,812
+11% +$693K 1.66% 11
2023
Q4 		$6.64M Sell
158,781
-54,854
-26% -$2.2M 1.66% 12
2023
Q3 		$8.47M Buy
+213,635
New +$8.67M 2.28% 9

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Advisory Resource Group's AVIG Position: Q4 2024 in Review

Advisory Resource Group sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2024, closing a stake of 206,654 shares — an estimated $8.78M sold.

Advisory Resource Group first reported a position in AVIG in Q3 2023 and held it in 5 quarters. The position peaked at $8.78M in Q3 2024. 120 funds tracked by Wall St. Rank hold AVIG as of Q4 2024.

  • Advisory Resource Group reported no remaining Avantis Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Resource Group sold 206,654 Avantis Core Fixed Income ETF shares in Q4 2024, an estimated $8.78M.
  • Advisory Resource Group first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and held it in 5 quarters.
  • Advisory Resource Group's Avantis Core Fixed Income ETF position peaked at $8.78M in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.