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Foundations Investment Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Foundations Investment 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
Q1 		$389K Buy
9,368
+3,803
+68% +$160K ﹤0.01% 804
2025
Q4 		$233K Sell
5,565
-864
-13% -$36.4K ﹤0.01% 996
2025
Q3 		$271K Buy
+6,429
New +$268K ﹤0.01% 892
2024
Q4 		– Sell
-4,928
Closed -$210K – 844
2024
Q3 		$210K Buy
+4,928
New +$206K ﹤0.01% 765

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Foundations Investment Advisors's AVIG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 68% in Q1 2026, buying an estimated $160K and bringing the position to 9,368 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Foundations Investment Advisors first reported a position in AVIG in Q3 2024 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Foundations Investment Advisors held 9,368 shares of Avantis Core Fixed Income ETF worth $389K as of Q1 2026.
  • Foundations Investment Advisors bought 3,803 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $160K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #804 holding.
  • Foundations Investment Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.