GI
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Gradient Investments’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-8,811
Closed -$359K – 363
2024
Q2 		$359K Buy
+8,811
New +$358K 0.01% 267

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Gradient Investments's AVIG Position: Q3 2024 in Review

Gradient Investments sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2024, closing a stake of 8,811 shares — an estimated $359K sold.

Gradient Investments first reported a position in AVIG in Q2 2024 and held it in 1 quarter. The position peaked at $359K in Q2 2024. 112 funds tracked by Wall St. Rank hold AVIG as of Q3 2024.

  • Gradient Investments reported no remaining Avantis Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 8,811 Avantis Core Fixed Income ETF shares in Q3 2024, an estimated $359K.
  • Gradient Investments first reported a position in Avantis Core Fixed Income ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Avantis Core Fixed Income ETF position peaked at $359K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.