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Goldstone Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Goldstone Financial Group’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 		$697K Buy
16,830
+280
+2% +$11.6K 0.06% 157
2026
Q1 		$688K Sell
16,550
-238
-1% -$9.98K 0.07% 145
2025
Q4 		$704K Sell
16,788
-2,235
-12% -$94K 0.08% 142
2025
Q3 		$800K Sell
19,023
-537
-3% -$22.4K 0.09% 130
2025
Q2 		$809K Sell
19,560
-1,036
-5% -$42.5K 0.11% 117
2025
Q1 		$852K Sell
20,596
-643
-3% -$26.3K 0.13% 99
2024
Q4 		$862K Sell
21,239
-19,918
-48% -$823K 0.14% 95
2024
Q3 		$1.75M Buy
41,157
+5,683
+16% +$238K 0.3% 59
2024
Q2 		$1.45M Buy
35,474
+1,909
+6% +$77.5K 0.29% 60
2024
Q1 		$1.38M Buy
33,565
+6,643
+25% +$274K 0.32% 60
2023
Q4 		$1.13M Buy
26,922
+8,123
+43% +$326K 0.29% 63
2023
Q3 		$745K Buy
18,799
+4,868
+35% +$198K 0.22% 87
2023
Q2 		$576K Buy
13,931
+3,419
+33% +$143K 0.17% 90
2023
Q1 		$443K Buy
+10,512
New +$438K 0.15% 90

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 22.96% 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

Goldstone Financial Group's AVIG Position: Q2 2026 in Review

Goldstone Financial Group increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 16,830 shares worth $697K. The position accounts for 0.06% of the portfolio, ranked #157.

Goldstone Financial Group first reported a position in AVIG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Goldstone Financial Group held 16,830 shares of Avantis Core Fixed Income ETF worth $697K as of Q2 2026.
  • Goldstone Financial Group bought 280 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $11.6K.
  • Avantis Core Fixed Income ETF made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #157 holding.
  • Goldstone Financial Group first reported a position in Avantis Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Avantis Core Fixed Income ETF position peaked at $1.75M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.