Copper Harbor Investment Advisors, LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$3.31M	Buy	+79,911	New	+$3.31M	0.7%	33

Other funds holding AVIG

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's AVIG Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 79,911 shares worth $3.31M. The stake represents 0.7% of the portfolio and ranks #33 among its holdings.

51 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 79,911 shares of Avantis Core Fixed Income ETF worth $3.31M as of Q2 2026.
Avantis Core Fixed Income ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Avantis Core Fixed Income ETF made up 0.7% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #33 holding.
51 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.