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Clune & Associates’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Clune & Associates’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
Q1 		– Sell
-5,036
Closed -$204K – 142
2024
Q4 		$204K Buy
+5,036
New +$208K 0.07% 135

Other funds holding AVIG

AWM
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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

Clune & Associates's AVIG Position: Q1 2025 in Review

Clune & Associates sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2025, closing a stake of 5,036 shares — an estimated $204K sold.

Clune & Associates first reported a position in AVIG in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 123 funds tracked by Wall St. Rank hold AVIG as of Q1 2025.

  • Clune & Associates reported no remaining Avantis Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Clune & Associates sold 5,036 Avantis Core Fixed Income ETF shares in Q1 2025, an estimated $204K.
  • Clune & Associates first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Clune & Associates's Avantis Core Fixed Income ETF position peaked at $204K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2025.

Based on Clune & Associates's 13F filing for Q1 2025, filed 28 Apr 2025.