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BWM Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

BWM Planning’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
2025
Q2 		– Sell
-32,707
Closed -$1.35M – 82
2025
Q1 		$1.35M Hold
32,707
– – 0.57% 33
2024
Q4 		$1.33M Hold
32,707
– – 0.58% 35
2024
Q3 		$1.39M Buy
+32,707
New +$1.37M 0.62% 32

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return

BWM Planning's AVIG Position: Q2 2025 in Review

BWM Planning sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2025, closing a stake of 32,707 shares — an estimated $1.35M sold.

BWM Planning first reported a position in AVIG in Q3 2024 and held it in 3 quarters. The position peaked at $1.39M in Q3 2024. 128 funds tracked by Wall St. Rank hold AVIG as of Q2 2025.

  • BWM Planning reported no remaining Avantis Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • BWM Planning sold 32,707 Avantis Core Fixed Income ETF shares in Q2 2025, an estimated $1.35M.
  • BWM Planning first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 3 quarters.
  • BWM Planning's Avantis Core Fixed Income ETF position peaked at $1.39M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2025.

Based on BWM Planning's 13F filing for Q2 2025, filed 12 Aug 2025.