FPI
AVIG icon

Financial Plan Inc’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Financial Plan Inc’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
Q1 		$6.29M Buy
151,511
+38,531
+34% +$1.62M 0.67% 20
2025
Q4 		$4.74M Buy
+112,980
New +$4.75M 0.54% 23

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 $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Financial Plan Inc's AVIG Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis Core Fixed Income ETF (AVIG) stake by 34% in Q1 2026, buying an estimated $1.62M and bringing the position to 151,511 shares worth $6.29M. The position accounts for 0.67% of the portfolio, ranked #20.

Financial Plan Inc first reported a position in AVIG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Financial Plan Inc held 151,511 shares of Avantis Core Fixed Income ETF worth $6.29M as of Q1 2026.
  • Financial Plan Inc bought 38,531 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $1.62M.
  • Avantis Core Fixed Income ETF made up 0.67% of Financial Plan Inc's portfolio in Q1 2026, its #20 holding.
  • Financial Plan Inc first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.