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Global Retirement Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Global Retirement Partners’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
Q2 		$24.1K Buy
+583
New +$24.2K ﹤0.01% 2951
2025
Q4 		$24K Buy
573
+8
+1% +$337 ﹤0.01% 2789
2025
Q3 		$23.8K Buy
565
+7
+1% +$292 ﹤0.01% 2315
2025
Q2 		$23.2K Buy
+558
New +$22.9K ﹤0.01% 2211
2024
Q4 		$22.2K Buy
+548
New +$22.6K ﹤0.01% 2030

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 $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Global Retirement Partners's AVIG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 583 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #2951 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVIG as recently as Q4 2025.

Global Retirement Partners first reported a position in AVIG in Q4 2024 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Global Retirement Partners held 583 shares of Avantis Core Fixed Income ETF worth $24.1K as of Q2 2026.
  • Avantis Core Fixed Income ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2951 holding.
  • Global Retirement Partners first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.