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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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Corient Private Wealth
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
SW
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAP
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.