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Diversify Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Diversify Wealth 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 		$1.93M Buy
47,208
+23,468
+99% +$973K 0.03% 431
2026
Q1 		$984K Buy
23,740
+8,009
+51% +$336K 0.02% 604
2025
Q4 		$662K Buy
15,731
+1,289
+9% +$54.2K 0.03% 387
2025
Q3 		$605K Buy
14,442
+231
+2% +$9.63K 0.03% 344
2025
Q2 		$591K Buy
14,211
+1,302
+10% +$53.4K 0.04% 345
2025
Q1 		$534K Sell
12,909
-8,326
-39% -$341K 0.04% 350
2024
Q4 		$853K Buy
21,235
+12,463
+142% +$515K 0.07% 244
2024
Q3 		$363K Buy
+8,772
New +$367K 0.03% 367

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

Diversify Wealth Management's AVIG Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 99% in Q2 2026, buying an estimated $973K and bringing the position to 47,208 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #431.

Diversify Wealth Management first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Diversify Wealth Management held 47,208 shares of Avantis Core Fixed Income ETF worth $1.93M as of Q2 2026.
  • Diversify Wealth Management bought 23,468 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $973K.
  • Avantis Core Fixed Income ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Diversify Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.