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CAP Partners LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

CAP Partners 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 		$2.23M Buy
+53,855
New +$2.23M 1.09% 25

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

CAP Partners LLC's AVIG Position: Q2 2026 in Review

CAP Partners LLC opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 53,855 shares worth $2.23M. The stake represents 1.09% of the portfolio and ranks #25 among its holdings.

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

  • CAP Partners LLC held 53,855 shares of Avantis Core Fixed Income ETF worth $2.23M as of Q2 2026.
  • Avantis Core Fixed Income ETF was a new CAP Partners LLC position in Q2 2026.
  • Avantis Core Fixed Income ETF made up 1.09% of CAP Partners LLC's portfolio in Q2 2026, its #25 holding.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.