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Cresset Asset Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Cresset Asset 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 		$14.4M Buy
347,406
+86,739
+33% +$3.6M 0.05% 217
2026
Q1 		$10.8M Buy
260,667
+57,784
+28% +$2.42M 0.05% 238
2025
Q4 		$8.51M Buy
202,883
+11,371
+6% +$478K 0.04% 279
2025
Q3 		$8.06M Buy
191,512
+23,026
+14% +$959K 0.04% 271
2025
Q2 		$7.01M Buy
168,486
+10,553
+7% +$433K 0.03% 279
2025
Q1 		$6.54M Buy
157,933
+32,369
+26% +$1.32M 0.03% 310
2024
Q4 		$5.09M Sell
125,564
-1,938
-2% -$80.1K 0.02% 349
2024
Q3 		$5.42M Buy
127,502
+36,852
+41% +$1.54M 0.02% 436
2024
Q2 		$3.7M Buy
+90,650
New +$3.68M 0.02% 500

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

Cresset Asset Management's AVIG Position: Q2 2026 in Review

Cresset Asset Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 33% in Q2 2026, buying an estimated $3.6M and bringing the position to 347,406 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #217.

Cresset Asset Management first reported a position in AVIG in Q2 2024 and has held it in 9 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Cresset Asset Management held 347,406 shares of Avantis Core Fixed Income ETF worth $14.4M as of Q2 2026.
  • Cresset Asset Management bought 86,739 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $3.6M.
  • Avantis Core Fixed Income ETF made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #217 holding.
  • Cresset Asset Management first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.