Corient Private Wealth
AVIG icon

Corient Private Wealth’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Corient Private Wealth’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 		$10M Buy
242,321
+10,807
+5% +$448K 0.01% 647
2026
Q1 		$9.62M Buy
231,514
+3,544
+2% +$149K 0.01% 639
2025
Q4 		$9.56M Sell
227,970
-20,824
-8% -$876K 0.01% 574
2025
Q3 		$10.5M Sell
248,794
-160,447
-39% -$6.69M 0.02% 511
2025
Q2 		$17M Sell
409,241
-1,698,721
-81% -$69.6M 0.02% 413
2025
Q1 		$87.2M Buy
2,107,962
+451,366
+27% +$18.5M 0.14% 154
2024
Q4 		$67.2M Buy
1,656,596
+223,492
+16% +$9.23M 0.11% 182
2024
Q3 		$60.9M Buy
1,433,104
+88,937
+7% +$3.72M 0.1% 201
2024
Q2 		$54.8M Buy
1,344,167
+388,989
+41% +$15.8M 0.1% 212
2024
Q1 		$39.4M Buy
955,178
+758,172
+385% +$31.2M 0.07% 271
2023
Q4 		$8.24M Sell
197,006
-803,563
-80% -$32.2M 0.02% 566
2023
Q3 		$39.7M Buy
1,000,569
+168,055
+20% +$6.82M 0.09% 234
2023
Q2 		$34.4M Buy
832,514
+676,632
+434% +$28.2M 0.08% 249
2023
Q1 		$6.57M Buy
155,882
+23,466
+18% +$979K 0.02% 520
2022
Q4 		$5.43M Buy
+132,416
New +$5.41M 0.02% 478

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

Corient Private Wealth's AVIG Position: Q2 2026 in Review

Corient Private Wealth increased its Avantis Core Fixed Income ETF (AVIG) stake by 4.7% in Q2 2026, buying an estimated $448K and bringing the position to 242,321 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #647.

Corient Private Wealth first reported a position in AVIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $87.2M in Q1 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Corient Private Wealth held 242,321 shares of Avantis Core Fixed Income ETF worth $10M as of Q2 2026.
  • Corient Private Wealth bought 10,807 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $448K.
  • Avantis Core Fixed Income ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #647 holding.
  • Corient Private Wealth first reported a position in Avantis Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Avantis Core Fixed Income ETF position peaked at $87.2M in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.