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Bannerman Wealth Management Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Bannerman Wealth Management Group’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 		$1.27M Sell
30,640
-16,150
-35% -$669K 0.74% 16
2026
Q1 		$1.94M Sell
46,790
-6,893
-13% -$289K 1.31% 13
2025
Q4 		$2.25M Sell
53,683
-637
-1% -$26.8K 1.6% 13
2025
Q3 		$2.29M Sell
54,320
-1,143
-2% -$47.6K 1.68% 13
2025
Q2 		$2.31M Buy
55,463
+50,057
+926% +$2.05M 1.77% 12
2025
Q1 		$224K Sell
5,406
-707
-12% -$28.9K 0.18% 33
2024
Q4 		$248K Buy
+6,113
New +$253K 0.21% 31

Other funds holding AVIG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Bannerman Wealth Management Group's AVIG Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its Avantis Core Fixed Income ETF (AVIG) stake by 35% in Q2 2026, selling an estimated $669K and leaving 30,640 shares worth $1.27M. The position accounts for 0.74% of the portfolio, ranked #16.

Bannerman Wealth Management Group first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q2 2025. 81 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Bannerman Wealth Management Group held 30,640 shares of Avantis Core Fixed Income ETF worth $1.27M as of Q2 2026.
  • Bannerman Wealth Management Group sold 16,150 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $669K.
  • Avantis Core Fixed Income ETF made up 0.74% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #16 holding.
  • Bannerman Wealth Management Group first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Bannerman Wealth Management Group's Avantis Core Fixed Income ETF position peaked at $2.31M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.