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CoreCap Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

CoreCap Advisors’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 		$6.82M Buy
164,608
+31,823
+24% +$1.32M 0.2% 104
2026
Q1 		$5.52M Buy
132,785
+13,398
+11% +$562K 0.19% 117
2025
Q4 		$5.01M Buy
119,387
+40,935
+52% +$1.72M 0.17% 113
2025
Q3 		$3.3M Buy
78,452
+5,012
+7% +$209K 0.12% 171
2025
Q2 		$3.06M Buy
73,440
+19,240
+35% +$789K 0.12% 158
2025
Q1 		$2.24M Buy
54,200
+37,972
+234% +$1.55M 0.1% 193
2024
Q4 		$658K Buy
16,228
+10,953
+208% +$453K 0.03% 414
2024
Q3 		$224K Buy
+5,275
New +$221K 0.01% 643

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

CoreCap Advisors's AVIG Position: Q2 2026 in Review

CoreCap Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 24% in Q2 2026, buying an estimated $1.32M and bringing the position to 164,608 shares worth $6.82M. The position accounts for 0.2% of the portfolio, ranked #104.

CoreCap Advisors first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • CoreCap Advisors held 164,608 shares of Avantis Core Fixed Income ETF worth $6.82M as of Q2 2026.
  • CoreCap Advisors bought 31,823 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1.32M.
  • Avantis Core Fixed Income ETF made up 0.2% of CoreCap Advisors's portfolio in Q2 2026, its #104 holding.
  • CoreCap Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.