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Approach Retirement Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Approach Retirement Advisors’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 		$2.81M Buy
67,793
+7,590
+13% +$315K 2.04% 11
2026
Q1 		$2.5M Buy
60,203
+3,336
+6% +$140K 2.08% 10
2025
Q4 		$2.38M Buy
+56,867
New +$2.39M 2.05% 10

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 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
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Approach Retirement Advisors's AVIG Position: Q2 2026 in Review

Approach Retirement Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 13% in Q2 2026, buying an estimated $315K and bringing the position to 67,793 shares worth $2.81M. The position accounts for 2.04% of the portfolio, ranked #11.

Approach Retirement Advisors first reported a position in AVIG in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Approach Retirement Advisors held 67,793 shares of Avantis Core Fixed Income ETF worth $2.81M as of Q2 2026.
  • Approach Retirement Advisors bought 7,590 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $315K.
  • Avantis Core Fixed Income ETF made up 2.04% of Approach Retirement Advisors's portfolio in Q2 2026, its #11 holding.
  • Approach Retirement Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.