Compass Financial Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Compass Financial 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
2026 Q2	$787	Buy	+19	New	+$787	﹤0.01%	1391

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Compass Financial Management's AVIG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 19 shares worth $787. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings.

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

Compass Financial Management held 19 shares of Avantis Core Fixed Income ETF worth $787 as of Q2 2026.
Avantis Core Fixed Income ETF was a new Compass Financial Management position in Q2 2026.
Avantis Core Fixed Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1391 holding.
173 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.