Asset Dedication LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Asset Dedication LLC’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	$13.5K	Buy	+327	New	+$13.6K	﹤0.01%	729

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

Asset Dedication LLC's AVIG Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 327 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Asset Dedication LLC held 327 shares of Avantis Core Fixed Income ETF worth $13.5K as of Q2 2026.
Avantis Core Fixed Income ETF was a new Asset Dedication LLC position in Q2 2026.
Avantis Core Fixed Income ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #729 holding.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.