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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
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 $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCR Wealth Strategies's AVIG Position: Q1 2026 in Review

BCR Wealth Strategies increased its Avantis Core Fixed Income ETF (AVIG) stake by 9.9% in Q1 2026, buying an estimated $2.91M and bringing the position to 773,308 shares worth $32.1M. The position accounts for 10.07% of the portfolio, ranked #3.

BCR Wealth Strategies first reported a position in AVIG in Q4 2021 and has held it in 18 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • BCR Wealth Strategies held 773,308 shares of Avantis Core Fixed Income ETF worth $32.1M as of Q1 2026.
  • BCR Wealth Strategies bought 69,377 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $2.91M.
  • Avantis Core Fixed Income ETF made up 10.07% of BCR Wealth Strategies's portfolio in Q1 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 18 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.