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EverSource Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

EverSource Wealth 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 		– Sell
-64
Closed -$2.66K – 4404
2026
Q1 		$2.66K Buy
+64
New +$2.69K ﹤0.01% 3541
2025
Q1 		– Sell
-46
Closed -$1.87K – 4031
2024
Q4 		$1.87K Hold
46
– – ﹤0.01% 2741
2024
Q3 		$1.96K Hold
46
– – ﹤0.01% 2560
2024
Q2 		$1.91K Buy
46
+1
+2% +$41 ﹤0.01% 2564
2024
Q1 		$1.8K Sell
45
-55,186
-100% -$2.27M ﹤0.01% 2419
2023
Q4 		$2.31M Buy
55,231
+405
+0.7% +$16.2K 0.21% 99
2023
Q3 		$2.17M Buy
54,826
+1,964
+4% +$79.7K 0.23% 97
2023
Q2 		$2.19M Sell
52,862
-913
-2% -$38.1K 0.24% 96
2023
Q1 		$2.27M Sell
53,775
-1,358
-2% -$56.6K 0.28% 90
2022
Q4 		$2.26M Buy
55,133
+426
+0.8% +$17.4K 0.34% 73
2022
Q3 		$2.21M Buy
54,707
+3,568
+7% +$152K 0.51% 41
2022
Q2 		$2.19M Buy
51,139
+2,025
+4% +$88K 0.57% 34
2022
Q1 		$2.23M Buy
49,114
+1,774
+4% +$83.1K 0.56% 33
2021
Q4 		$2.31M Buy
+47,340
New +$2.31M 0.65% 31

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
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

EverSource Wealth Advisors's AVIG Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 64 shares — an estimated $2.66K sold.

EverSource Wealth Advisors first reported a position in AVIG in Q4 2021 and held it in 14 quarters. The position peaked at $2.31M in Q4 2023. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 64 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $2.66K.
  • EverSource Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and held it in 14 quarters.
  • EverSource Wealth Advisors's Avantis Core Fixed Income ETF position peaked at $2.31M in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.