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ATLas Financial Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

ATLas Financial Planning’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 		$1.47M Buy
35,399
+21,867
+162% +$906K 1.19% 20
2026
Q1 		$562K Hold
13,532
– – 0.5% 36
2025
Q4 		$567K Buy
+13,532
New +$569K 0.56% 35

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
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

ATLas Financial Planning's AVIG Position: Q2 2026 in Review

ATLas Financial Planning increased its Avantis Core Fixed Income ETF (AVIG) stake by 162% in Q2 2026, buying an estimated $906K and bringing the position to 35,399 shares worth $1.47M. The position accounts for 1.19% of the portfolio, ranked #20.

ATLas Financial Planning first reported a position in AVIG in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • ATLas Financial Planning held 35,399 shares of Avantis Core Fixed Income ETF worth $1.47M as of Q2 2026.
  • ATLas Financial Planning bought 21,867 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $906K.
  • Avantis Core Fixed Income ETF made up 1.19% of ATLas Financial Planning's portfolio in Q2 2026, its #20 holding.
  • ATLas Financial Planning first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.