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Atwood & Palmer’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Atwood & Palmer’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 		$275K Hold
6,635
– – 0.01% 150
2026
Q1 		$276K Hold
6,635
– – 0.02% 145
2025
Q4 		$278K Hold
6,635
– – 0.02% 135
2025
Q3 		$279K Hold
6,635
– – 0.02% 137
2025
Q2 		$276K Hold
6,635
– – 0.02% 135
2025
Q1 		$275K Hold
6,635
– – 0.02% 132
2024
Q4 		$269K Hold
6,635
– – 0.02% 133
2024
Q3 		$282K Hold
6,635
– – 0.02% 130
2024
Q2 		$271K Buy
+6,635
New +$269K 0.02% 128

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

Atwood & Palmer's AVIG Position: Q2 2026 in Review

Atwood & Palmer held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 6,635 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #150.

Atwood & Palmer first reported a position in AVIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $282K in Q3 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Atwood & Palmer held 6,635 shares of Avantis Core Fixed Income ETF worth $275K as of Q2 2026.
  • Atwood & Palmer left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
  • Avantis Core Fixed Income ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #150 holding.
  • Atwood & Palmer first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Atwood & Palmer's Avantis Core Fixed Income ETF position peaked at $282K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.