Elser Financial Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Elser Financial Planning’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	$537K	Buy	+12,965	New	+$537K	0.02%	75

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

Elser Financial Planning's AVIG Position: Q2 2026 in Review

Elser Financial Planning opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 12,965 shares worth $537K. The stake represents 0.02% of the portfolio and ranks #75 among its holdings.

180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Elser Financial Planning held 12,965 shares of Avantis Core Fixed Income ETF worth $537K as of Q2 2026.
Avantis Core Fixed Income ETF was a new Elser Financial Planning position in Q2 2026.
Avantis Core Fixed Income ETF made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #75 holding.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.