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Coppell Advisory Solutions’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Coppell Advisory Solutions’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
-102
Closed -$4.14K – 445
2024
Q4 		$4.14K Hold
102
– – ﹤0.01% 1369
2024
Q3 		$4.35K Buy
+102
New +$4.27K ﹤0.01% 1284

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

Coppell Advisory Solutions's AVIG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2025, closing a stake of 102 shares — an estimated $4.14K sold.

Coppell Advisory Solutions first reported a position in AVIG in Q3 2024 and held it in 2 quarters. The position peaked at $4.35K in Q3 2024. 123 funds tracked by Wall St. Rank hold AVIG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Avantis Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 102 Avantis Core Fixed Income ETF shares in Q1 2025, an estimated $4.14K.
  • Coppell Advisory Solutions first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Avantis Core Fixed Income ETF position peaked at $4.35K in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.