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Arlington Financial Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Arlington Financial 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
2024
Q1 		– Sell
-6,902
Closed -$289K – 75
2023
Q4 		$289K Buy
+6,902
New +$277K 0.09% 71

Other funds holding AVIG

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PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arlington Financial Advisors's AVIG Position: Q1 2024 in Review

Arlington Financial Advisors sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2024, closing a stake of 6,902 shares — an estimated $289K sold.

Arlington Financial Advisors first reported a position in AVIG in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 84 funds tracked by Wall St. Rank hold AVIG as of Q1 2024.

  • Arlington Financial Advisors reported no remaining Avantis Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 6,902 Avantis Core Fixed Income ETF shares in Q1 2024, an estimated $289K.
  • Arlington Financial Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Arlington Financial Advisors's Avantis Core Fixed Income ETF position peaked at $289K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.