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
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

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 $1.11B AUM 13.11% 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

Echo Wealth Management's AVIG Position: Q1 2026 in Review

Echo Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 25% in Q1 2026, buying an estimated $6.41M and bringing the position to 775,059 shares worth $32.2M. The position accounts for 18.54% of the portfolio, ranked #1.

Echo Wealth Management first reported a position in AVIG in Q1 2025 and has held it in 5 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Echo Wealth Management held 775,059 shares of Avantis Core Fixed Income ETF worth $32.2M as of Q1 2026.
  • Echo Wealth Management bought 152,845 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $6.41M.
  • Avantis Core Fixed Income ETF made up 18.54% of Echo Wealth Management's portfolio in Q1 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 5 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.