Aveo Capital Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Aveo Capital Partners’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
2025 Q2	–	Sell	-87,630	Closed	-$3.6M	–	17
2025 Q1	$3.6M	Sell	87,630 -26,717	-23%	-$1.09M	0.6%	41
2024 Q4	$4.64M	Sell	114,347 -138,883	-55%	-$5.74M	0.51%	56
2024 Q3	$10.8M	Buy	253,230 +25,396	+11%	+$1.06M	1.14%	21
2024 Q2	$9.29M	Buy	227,834 +16,163	+8%	+$656K	1.05%	25
2024 Q1	$8.57M	Sell	211,671 -20,583	-9%	-$848K	0.93%	25
2023 Q4	$9.72M	Buy	232,254 +2,915	+1%	+$117K	1.17%	22
2023 Q3	$9.09M	Buy	+229,339	New	+$9.31M	1.19%	16

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

BWS

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Aveo Capital Partners's AVIG Position: Q2 2025 in Review

Aveo Capital Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2025, closing a stake of 87,630 shares — an estimated $3.6M sold.

Aveo Capital Partners first reported a position in AVIG in Q3 2023 and held it in 7 quarters. The position peaked at $10.8M in Q3 2024. 128 funds tracked by Wall St. Rank hold AVIG as of Q2 2025.

Aveo Capital Partners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 87,630 Avantis Core Fixed Income ETF shares in Q2 2025, an estimated $3.6M.
Aveo Capital Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and held it in 7 quarters.
Aveo Capital Partners's Avantis Core Fixed Income ETF position peaked at $10.8M in Q3 2024.
128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.