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Beverly Hills Private Wealth’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-7,556
Closed -$314K – 266
2026
Q1 		$314K Buy
+7,556
New +$317K 0.05% 262

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
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
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

Beverly Hills Private Wealth's AVIG Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 7,556 shares — an estimated $314K sold.

Beverly Hills Private Wealth first reported a position in AVIG in Q1 2026 and held it in 1 quarter. The position peaked at $314K in Q1 2026. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,556 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $314K.
  • Beverly Hills Private Wealth first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Avantis Core Fixed Income ETF position peaked at $314K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.