Arax Advisory Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Arax Advisory Partners’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	$4.22M	Sell	101,790 -4,892	-5%	-$203K	0.03%	538
2026 Q1	$4.43M	Sell	106,682 -667,583	-86%	-$28M	0.13%	153
2025 Q4	$32.5M	Buy	+774,265	New	+$32.6M	0.95%	20
2025 Q3	–	Sell	-687,001	Closed	-$28.6M	–	3639
2025 Q2	$28.6M	Buy	687,001 +41,605	+6%	+$1.71M	1.31%	16
2025 Q1	$26.7M	Buy	+645,396	New	+$26.4M	1.71%	12

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Arax Advisory Partners's AVIG Position: Q2 2026 in Review

Arax Advisory Partners reduced its Avantis Core Fixed Income ETF (AVIG) stake by 4.6% in Q2 2026, selling an estimated $203K and leaving 101,790 shares worth $4.22M. The position accounts for 0.03% of the portfolio, ranked #538.

Arax Advisory Partners first reported a position in AVIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $32.5M in Q4 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Arax Advisory Partners held 101,790 shares of Avantis Core Fixed Income ETF worth $4.22M as of Q2 2026.
Arax Advisory Partners sold 4,892 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $203K.
Avantis Core Fixed Income ETF made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #538 holding.
Arax Advisory Partners first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's Avantis Core Fixed Income ETF position peaked at $32.5M in Q4 2025.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.