Carson Wealth (CWM LLC)
AVIG icon

Carson Wealth (CWM LLC)’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Carson Wealth (CWM 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
Q1 		$4.5M Buy
108,363
+16,258
+18% +$682K 0.01% 854
2025
Q4 		$3.86M Sell
92,105
-1,344
-1% -$56.5K 0.01% 875
2025
Q3 		$3.93M Buy
93,449
+84,724
+971% +$3.53M 0.01% 814
2025
Q2 		$363K Sell
8,725
-1,502
-15% -$61.6K ﹤0.01% 1747
2025
Q1 		$423K Hold
10,227
– – ﹤0.01% 1523
2024
Q4 		$415K Sell
10,227
-137
-1% -$5.66K ﹤0.01% 1461
2024
Q3 		$441K Sell
10,364
-1,303
-11% -$54.5K ﹤0.01% 1371
2024
Q2 		$476K Sell
11,667
-2,461
-17% -$99.9K ﹤0.01% 1213
2024
Q1 		$583K Sell
14,128
-5,551
-28% -$229K ﹤0.01% 1075
2023
Q4 		$823K Sell
19,679
-1,494
-7% -$59.9K ﹤0.01% 885
2023
Q3 		$839K Buy
+21,173
New +$859K 0.01% 811

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVIG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis Core Fixed Income ETF (AVIG) stake by 18% in Q1 2026, buying an estimated $682K and bringing the position to 108,363 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #854.

Carson Wealth (CWM LLC) first reported a position in AVIG in Q3 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 108,363 shares of Avantis Core Fixed Income ETF worth $4.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,258 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $682K.
  • Avantis Core Fixed Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #854 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.