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 Q2	$181K	Sell	4,369 -10,054	-70%	-$417K	0.05%	249
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 $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Elevated Capital Advisors's AVIG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Avantis Core Fixed Income ETF (AVIG) stake by 70% in Q2 2026, selling an estimated $417K and leaving 4,369 shares worth $181K. The position accounts for 0.05% of the portfolio, ranked #249.

Elevated Capital Advisors first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $983K in Q4 2024. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Elevated Capital Advisors held 4,369 shares of Avantis Core Fixed Income ETF worth $181K as of Q2 2026.
Elevated Capital Advisors sold 10,054 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $417K.
Avantis Core Fixed Income ETF made up 0.05% of Elevated Capital Advisors's portfolio in Q2 2026, its #249 holding.
Elevated Capital Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Avantis Core Fixed Income ETF position peaked at $983K in Q4 2024.
179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.