Financial Partners Group (Kansas)’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Financial Partners Group (Kansas)’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
2025 Q1	–	Sell	-5,487	Closed	-$223K	–	191
2024 Q4	$223K	Hold	5,487	–	–	0.03%	170
2024 Q3	$233K	Sell	5,487 -3,009	-35%	-$126K	0.03%	171
2024 Q2	$346K	Sell	8,496 -388,667	-98%	-$15.8M	0.05%	128
2024 Q1	$16.4M	Buy	397,163 +7,747	+2%	+$319K	2.61%	15
2023 Q4	$16.3M	Buy	+389,416	New	+$15.6M	2.92%	12

Other funds holding AVIG

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

BWS

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Financial Partners Group (Kansas)'s AVIG Position: Q1 2025 in Review

Financial Partners Group (Kansas) sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2025, closing a stake of 5,487 shares — an estimated $223K sold.

Financial Partners Group (Kansas) first reported a position in AVIG in Q4 2023 and held it in 5 quarters. The position peaked at $16.4M in Q1 2024. 123 funds tracked by Wall St. Rank hold AVIG as of Q1 2025.

Financial Partners Group (Kansas) reported no remaining Avantis Core Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Financial Partners Group (Kansas) sold 5,487 Avantis Core Fixed Income ETF shares in Q1 2025, an estimated $223K.
Financial Partners Group (Kansas) first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and held it in 5 quarters.
Financial Partners Group (Kansas)'s Avantis Core Fixed Income ETF position peaked at $16.4M in Q1 2024.
123 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2025.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2025, filed 6 May 2025.