AWM
WCPB

Aviso Wealth Management’s Weitz Core Plus Bond ETF WCPB Stock Holding History

Aviso Wealth Management’s Portfolio WCPB Stock Details WCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Buy
+13,238
New +$336K 0.11% 115

Other funds holding WCPB

NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Aviso Wealth Management's WCPB Position: Q2 2026 in Review

Aviso Wealth Management opened a new position in Weitz Core Plus Bond ETF (WCPB) in Q2 2026: 13,238 shares worth $336K. The stake represents 0.11% of the portfolio and ranks #115 among its holdings.

23 funds tracked by Wall St. Rank hold WCPB as of Q2 2026.

  • Aviso Wealth Management held 13,238 shares of Weitz Core Plus Bond ETF worth $336K as of Q2 2026.
  • Weitz Core Plus Bond ETF was a new Aviso Wealth Management position in Q2 2026.
  • Weitz Core Plus Bond ETF made up 0.11% of Aviso Wealth Management's portfolio in Q2 2026, its #115 holding.
  • 23 funds tracked by Wall St. Rank held Weitz Core Plus Bond ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.