Commonwealth Equity Services
AVIG icon

Commonwealth Equity Services’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Commonwealth Equity Services’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 		$9.77M Buy
235,829
+18,711
+9% +$776K 0.01% 958
2026
Q1 		$9.02M Buy
217,118
+19,399
+10% +$814K 0.01% 938
2025
Q4 		$8.29M Buy
197,719
+24,581
+14% +$1.03M 0.01% 999
2025
Q3 		$7.29M Sell
173,138
-30,793
-15% -$1.28M 0.01% 1099
2025
Q2 		$8.49M Buy
203,931
+10,427
+5% +$427K 0.01% 1015
2025
Q1 		$8.01M Buy
193,504
+60,917
+46% +$2.49M 0.01% 990
2024
Q4 		$5.38M Buy
132,587
+28,388
+27% +$1.17M 0.01% 1194
2024
Q3 		$4.43M Buy
104,199
+20,779
+25% +$869K 0.01% 1298
2024
Q2 		$3.4M Buy
83,420
+9,578
+13% +$389K 0.01% 1440
2024
Q1 		$3.05M Buy
73,842
+4,287
+6% +$177K 0.01% 1488
2023
Q4 		$2.91M Buy
69,555
+4,740
+7% +$190K 0.01% 1452
2023
Q3 		$2.57M Buy
64,815
+22,036
+52% +$895K 0.01% 1445
2023
Q2 		$1.77M Buy
42,779
+13,240
+45% +$552K ﹤0.01% 1709
2023
Q1 		$1.24M Sell
29,539
-4,036
-12% -$168K ﹤0.01% 1883
2022
Q4 		$1.38M Buy
33,575
+78
+0.2% +$3.18K ﹤0.01% 1741
2022
Q3 		$1.35M Buy
33,497
+3,329
+11% +$142K ﹤0.01% 1691
2022
Q2 		$1.29M Buy
30,168
+20,368
+208% +$885K ﹤0.01% 1698
2022
Q1 		$444K Buy
+9,800
New +$459K ﹤0.01% 2619

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

Commonwealth Equity Services's AVIG Position: Q2 2026 in Review

Commonwealth Equity Services increased its Avantis Core Fixed Income ETF (AVIG) stake by 8.6% in Q2 2026, buying an estimated $776K and bringing the position to 235,829 shares worth $9.77M. The position accounts for 0.01% of the portfolio, ranked #958.

Commonwealth Equity Services first reported a position in AVIG in Q1 2022 and has held it in 18 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Commonwealth Equity Services held 235,829 shares of Avantis Core Fixed Income ETF worth $9.77M as of Q2 2026.
  • Commonwealth Equity Services bought 18,711 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $776K.
  • Avantis Core Fixed Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #958 holding.
  • Commonwealth Equity Services first reported a position in Avantis Core Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.