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Beacon Capital Management LLC (Tennessee)’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$274K Buy
6,616
+335
+5% +$13.9K 0.04% 139
2026
Q1 		$261K Buy
+6,281
New +$264K 0.05% 139
2025
Q3 		– Sell
-1,864
Closed -$77.6K – 192
2025
Q2 		$77.6K Buy
+1,864
New +$76.4K 0.01% 255

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American Century Companies
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VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
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
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s AVIG Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Avantis Core Fixed Income ETF (AVIG) stake by 5.3% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,616 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #139.

Beacon Capital Management LLC (Tennessee) first reported a position in AVIG in Q2 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 6,616 shares of Avantis Core Fixed Income ETF worth $274K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 335 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $13.9K.
  • Avantis Core Fixed Income ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #139 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.