BCR Wealth Strategies’s Avantis Core Fixed Income ETF AVIG Stock Holding History

BCR Wealth Strategies’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	$35.4M	Buy	853,777 +80,469	+10%	+$3.34M	9.93%	3
2026 Q1	$32.1M	Buy	773,308 +69,377	+10%	+$2.91M	10.07%	3
2025 Q4	$29.5M	Buy	703,931 +26,928	+4%	+$1.13M	9.79%	3
2025 Q3	$28.5M	Buy	677,003 +54,364	+9%	+$2.27M	10.02%	3
2025 Q2	$25.9M	Buy	622,639 +27,808	+5%	+$1.14M	10.03%	3
2025 Q1	$24.6M	Buy	594,831 +10,362	+2%	+$424K	10.81%	3
2024 Q4	$23.7M	Buy	584,469 +37,691	+7%	+$1.56M	11.09%	3
2024 Q3	$23.2M	Buy	546,778 +29,217	+6%	+$1.22M	10.97%	3
2024 Q2	$21.1M	Buy	517,561 +14,898	+3%	+$605K	13.73%	2
2024 Q1	$20.7M	Buy	502,663 +2,992	+0.6%	+$123K	14.04%	2
2023 Q4	$20.9M	Buy	499,671 +12,125	+2%	+$486K	14.98%	2
2023 Q3	$19.3M	Buy	487,546 +8,981	+2%	+$365K	15.39%	2
2023 Q2	$19.8M	Buy	478,565 +12,626	+3%	+$526K	15.31%	2
2023 Q1	$19.6M	Buy	465,939 +1,091	+0.2%	+$45.5K	15.65%	2
2022 Q4	$19M	Buy	464,848 +21,106	+5%	+$862K	16.43%	2
2022 Q3	$18M	Buy	443,742 +14,779	+3%	+$631K	18.42%	2
2022 Q2	$18.4M	Sell	428,963 -9,461	-2%	-$411K	19%	2
2022 Q1	$19.9M	Buy	438,424 +14,305	+3%	+$670K	19.02%	2
2021 Q4	$20.7M	Buy	+424,119	New	+$20.7M	19.58%	2

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

EWM

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

BCR Wealth Strategies's AVIG Position: Q2 2026 in Review

BCR Wealth Strategies increased its Avantis Core Fixed Income ETF (AVIG) stake by 10% in Q2 2026, buying an estimated $3.34M and bringing the position to 853,777 shares worth $35.4M. The position accounts for 9.93% of the portfolio, ranked #3.

BCR Wealth Strategies first reported a position in AVIG in Q4 2021 and has held it in 19 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

BCR Wealth Strategies held 853,777 shares of Avantis Core Fixed Income ETF worth $35.4M as of Q2 2026.
BCR Wealth Strategies bought 80,469 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $3.34M.
Avantis Core Fixed Income ETF made up 9.93% of BCR Wealth Strategies's portfolio in Q2 2026, its #3 holding.
BCR Wealth Strategies first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.