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Destiny Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Destiny Wealth Partners’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 		– Sell
-408
Closed -$16.9K – 248
2026
Q1 		$16.9K Buy
+408
New +$17.1K ﹤0.01% 738
2024
Q4 		– Sell
-142,243
Closed -$6.05M – 168
2024
Q3 		$6.05M Sell
142,243
-1,720
-1% -$72K 1.06% 32
2024
Q2 		$5.87M Buy
+143,963
New +$5.85M 1.06% 33

Other funds holding AVIG

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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

Destiny Wealth Partners's AVIG Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 408 shares — an estimated $16.9K sold.

Destiny Wealth Partners first reported a position in AVIG in Q2 2024 and held it in 3 quarters. The position peaked at $6.05M in Q3 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 408 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $16.9K.
  • Destiny Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Destiny Wealth Partners's Avantis Core Fixed Income ETF position peaked at $6.05M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.