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Arcadia Wealth Management (New York)’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Arcadia Wealth Management (New York)’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
Q1 		$3.9M Buy
93,930
+11,882
+14% +$498K 2.11% 11
2025
Q4 		$3.44M Buy
82,048
+13,877
+20% +$584K 1.97% 12
2025
Q3 		$2.87M Buy
68,171
+7,242
+12% +$302K 1.74% 14
2025
Q2 		$2.54M Buy
60,929
+3,455
+6% +$142K 1.73% 13
2025
Q1 		$2.38M Buy
57,474
+5,889
+11% +$241K 1.86% 11
2024
Q4 		$2.09M Buy
+51,585
New +$2.13M 1.78% 12

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arcadia Wealth Management (New York)'s AVIG Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis Core Fixed Income ETF (AVIG) stake by 14% in Q1 2026, buying an estimated $498K and bringing the position to 93,930 shares worth $3.9M. The position accounts for 2.11% of the portfolio, ranked #11.

Arcadia Wealth Management (New York) first reported a position in AVIG in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Arcadia Wealth Management (New York) held 93,930 shares of Avantis Core Fixed Income ETF worth $3.9M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 11,882 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $498K.
  • Avantis Core Fixed Income ETF made up 2.11% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #11 holding.
  • Arcadia Wealth Management (New York) first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.