Creative Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Creative Planning’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	$21.6M	Buy	521,414 +31,097	+6%	+$1.29M	0.01%	482
2026 Q1	$20.4M	Sell	490,317 -34,123	-7%	-$1.43M	0.01%	442
2025 Q4	$22M	Buy	524,440 +36,361	+7%	+$1.53M	0.02%	357
2025 Q3	$20.5M	Buy	488,079 +28,073	+6%	+$1.17M	0.02%	357
2025 Q2	$19.1M	Buy	460,006 +11,661	+3%	+$478K	0.02%	347
2025 Q1	$18.6M	Buy	448,345 +32,978	+8%	+$1.35M	0.02%	345
2024 Q4	$16.9M	Buy	415,367 +28,428	+7%	+$1.17M	0.02%	327
2024 Q3	$16.4M	Buy	386,939 +18,867	+5%	+$789K	0.02%	320
2024 Q2	$15M	Buy	368,072 +15,714	+4%	+$638K	0.02%	315
2024 Q1	$14.5M	Buy	352,358 +19,057	+6%	+$785K	0.02%	317
2023 Q4	$13.9M	Buy	+333,301	New	+$13.4M	0.03%	311
2023 Q2	–	Sell	-4	Closed	-$169	–	2662
2023 Q1	$169	Buy	+4	New	+$167	﹤0.01%	2622

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

Creative Planning's AVIG Position: Q2 2026 in Review

Creative Planning increased its Avantis Core Fixed Income ETF (AVIG) stake by 6.3% in Q2 2026, buying an estimated $1.29M and bringing the position to 521,414 shares worth $21.6M. The position accounts for 0.01% of the portfolio, ranked #482.

Creative Planning first reported a position in AVIG in Q1 2023 and has held it in 12 quarters since. The position peaked at $22M in Q4 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Creative Planning held 521,414 shares of Avantis Core Fixed Income ETF worth $21.6M as of Q2 2026.
Creative Planning bought 31,097 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1.29M.
Avantis Core Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #482 holding.
Creative Planning first reported a position in Avantis Core Fixed Income ETF in Q1 2023 and has held it in 12 quarters since.
Creative Planning's Avantis Core Fixed Income ETF position peaked at $22M in Q4 2025.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.