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

Echo 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
Q3 		$35.5M Buy
900,669
+72,209
+9% +$2.93M 17.4% 1
2026
Q2 		$34.3M Buy
828,460
+53,401
+7% +$2.21M 17.51% 1
2026
Q1 		$32.2M Buy
775,059
+152,845
+25% +$6.41M 18.54% 1
2025
Q4 		$26.1M Buy
622,214
+54,766
+10% +$2.3M 15.23% 1
2025
Q3 		$23.9M Buy
567,448
+50,660
+10% +$2.11M 13.94% 1
2025
Q2 		$21.5M Buy
516,788
+120,528
+30% +$4.94M 13.18% 2
2025
Q1 		$16.4M Buy
+396,260
New +$16.2M 11.08% 2

Other funds holding AVIG

HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Echo Wealth Management's AVIG Position: Q3 2026 in Review

Echo Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 8.7% in Q3 2026, buying an estimated $2.93M and bringing the position to 900,669 shares worth $35.5M. The position accounts for 17.4% of the portfolio, ranked #1.

Echo Wealth Management first reported a position in AVIG in Q1 2025 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

  • Echo Wealth Management held 900,669 shares of Avantis Core Fixed Income ETF worth $35.5M as of Q3 2026.
  • Echo Wealth Management bought 72,209 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $2.93M.
  • Avantis Core Fixed Income ETF made up 17.4% of Echo Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Echo Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.