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Belpointe Asset Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-163
Closed -$6.87K – 792
2023
Q1 		$6.87K Sell
163
-59
-27% -$2.46K ﹤0.01% 2893
2022
Q4 		$9.1K Buy
+222
New +$9.06K ﹤0.01% 2668

Other funds holding AVIG

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Belpointe Asset Management's AVIG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2023, closing a stake of 163 shares — an estimated $6.87K sold.

Belpointe Asset Management first reported a position in AVIG in Q4 2022 and held it in 2 quarters. The position peaked at $9.1K in Q4 2022. 63 funds tracked by Wall St. Rank hold AVIG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Avantis Core Fixed Income ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 163 Avantis Core Fixed Income ETF shares in Q2 2023, an estimated $6.87K.
  • Belpointe Asset Management first reported a position in Avantis Core Fixed Income ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Avantis Core Fixed Income ETF position peaked at $9.1K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.