Axis Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Axis Wealth 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
2026 Q3	$359K	Buy	+9,115	New	+$370K	0.17%	131

Other funds holding AVIG

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Axis Wealth Partners's AVIG Position: Q3 2026 in Review

Axis Wealth Partners opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q3 2026: 9,115 shares worth $359K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings.

156 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Axis Wealth Partners held 9,115 shares of Avantis Core Fixed Income ETF worth $359K as of Q3 2026.
Avantis Core Fixed Income ETF was a new Axis Wealth Partners position in Q3 2026.
Avantis Core Fixed Income ETF made up 0.17% of Axis Wealth Partners's portfolio in Q3 2026, its #131 holding.
156 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Axis Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.