CAWM
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Capital A Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-34
Closed -$1.41K – 452
2025
Q1 		$1.41K Hold
34
– – ﹤0.01% 500
2024
Q4 		$1.38K Buy
+34
New +$1.41K ﹤0.01% 519

Other funds holding AVIG

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AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Capital A Wealth Management's AVIG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2025, closing a stake of 34 shares — an estimated $1.41K sold.

Capital A Wealth Management first reported a position in AVIG in Q4 2024 and held it in 2 quarters. The position peaked at $1.41K in Q1 2025. 128 funds tracked by Wall St. Rank hold AVIG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Avantis Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 34 Avantis Core Fixed Income ETF shares in Q2 2025, an estimated $1.41K.
  • Capital A Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Avantis Core Fixed Income ETF position peaked at $1.41K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.