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Financial Advocates Investment Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Financial Advocates Investment 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
2024
Q2 		– Sell
-13,331
Closed -$550K – 747
2024
Q1 		$550K Buy
13,331
+1,421
+12% +$58.6K 0.03% 435
2023
Q4 		$498K Buy
+11,910
New +$477K 0.03% 430

Other funds holding AVIG

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Financial Advocates Investment Management's AVIG Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2024, closing a stake of 13,331 shares — an estimated $550K sold.

Financial Advocates Investment Management first reported a position in AVIG in Q4 2023 and held it in 2 quarters. The position peaked at $550K in Q1 2024. 94 funds tracked by Wall St. Rank hold AVIG as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Avantis Core Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,331 Avantis Core Fixed Income ETF shares in Q2 2024, an estimated $550K.
  • Financial Advocates Investment Management first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's Avantis Core Fixed Income ETF position peaked at $550K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.