GRP
AVIG icon

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
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

AF
Align Financial Hermantown, Minnesota $202M AUM
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 $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's AVIG Position: Q4 2025 in Review

Global Retirement Partners increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.4% in Q4 2025, buying an estimated $337 and bringing the position to 573 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Global Retirement Partners first reported a position in AVIG in Q4 2024 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold AVIG as of Q4 2025.

  • Global Retirement Partners held 573 shares of Avantis Core Fixed Income ETF worth $24K as of Q4 2025.
  • Global Retirement Partners bought 8 Avantis Core Fixed Income ETF shares in Q4 2025, an estimated $337.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2789 holding.
  • Global Retirement Partners first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.