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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Destiny Wealth Partners's AVIG Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q1 2026: 408 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in AVIG as recently as Q3 2024.

Destiny Wealth Partners first reported a position in AVIG in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.05M in Q3 2024. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Destiny Wealth Partners held 408 shares of Avantis Core Fixed Income ETF worth $16.9K as of Q1 2026.
  • Avantis Core Fixed Income ETF was a new Destiny Wealth Partners position in Q1 2026.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #738 holding.
  • Destiny Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and has held it in 3 quarters since.
  • Destiny Wealth Partners's Avantis Core Fixed Income ETF position peaked at $6.05M in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.