Elevated Capital Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Elevated Capital Advisors’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	$599K	Sell	14,423 -3,932	-21%	-$165K	0.15%	156
2025 Q4	$770K	Sell	18,355 -77	-0.4%	-$3.24K	0.18%	150
2025 Q3	$776K	Sell	18,432 -3,533	-16%	-$147K	0.19%	144
2025 Q2	$909K	Hold	21,965	–	–	0.25%	111
2025 Q1	$909K	Sell	21,965 -2,260	-9%	-$92.5K	0.25%	111
2024 Q4	$983K	Buy	24,225 +2,615	+12%	+$108K	0.27%	105
2024 Q3	$919K	Buy	+21,610	New	+$904K	0.24%	118

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Elevated Capital Advisors's AVIG Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Avantis Core Fixed Income ETF (AVIG) stake by 21% in Q1 2026, selling an estimated $165K and leaving 14,423 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #156.

Elevated Capital Advisors first reported a position in AVIG in Q3 2024 and has held it in 7 quarters since. The position peaked at $983K in Q4 2024. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

Elevated Capital Advisors held 14,423 shares of Avantis Core Fixed Income ETF worth $599K as of Q1 2026.
Elevated Capital Advisors sold 3,932 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $165K.
Avantis Core Fixed Income ETF made up 0.15% of Elevated Capital Advisors's portfolio in Q1 2026, its #156 holding.
Elevated Capital Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's Avantis Core Fixed Income ETF position peaked at $983K in Q4 2024.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.