BPA
AVGB

Beacon Pointe Advisors’s Avantis Credit ETF AVGB Stock Holding History

Beacon Pointe Advisors’s Portfolio AVGB Stock Details AVGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Sell
46,274
-1,699
-4% -$86.6K 0.01% 678
2025
Q4 		$2.44M Buy
+47,973
New +$2.47M 0.02% 546

Other funds holding AVGB

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Beacon Pointe Advisors's AVGB Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Avantis Credit ETF (AVGB) stake by 3.5% in Q1 2026, selling an estimated $86.6K and leaving 46,274 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #678.

Beacon Pointe Advisors first reported a position in AVGB in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.44M in Q4 2025. 6 funds tracked by Wall St. Rank hold AVGB as of Q1 2026.

  • Beacon Pointe Advisors held 46,274 shares of Avantis Credit ETF worth $2.34M as of Q1 2026.
  • Beacon Pointe Advisors sold 1,699 Avantis Credit ETF shares in Q1 2026, an estimated $86.6K.
  • Avantis Credit ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #678 holding.
  • Beacon Pointe Advisors first reported a position in Avantis Credit ETF in Q4 2025 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Avantis Credit ETF position peaked at $2.44M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.