Grand Wealth Management
AVIG icon

Grand Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Grand Wealth Management’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
Q3 		$987K Sell
25,057
-583
-2% -$23.7K 0.41% 22
2026
Q2 		$1.06M Sell
25,640
-217
-0.8% -$8.99K 0.44% 21
2026
Q1 		$1.07M Sell
25,857
-169
-0.6% -$7.09K 0.51% 20
2025
Q4 		$1.09M Sell
26,026
-7,673
-23% -$323K 0.49% 19
2025
Q3 		$1.42M Buy
33,699
+102
+0.3% +$4.25K 0.68% 18
2025
Q2 		$1.4M Sell
33,597
-10,580
-24% -$434K 0.72% 18
2025
Q1 		$1.83M Sell
44,177
-6,269
-12% -$256K 1% 16
2024
Q4 		$2.05M Buy
50,446
+2,796
+6% +$116K 1.14% 17
2024
Q3 		$2.03M Buy
47,650
+1,191
+3% +$49.8K 1.14% 16
2024
Q2 		$1.89M Sell
46,459
-24,640
-35% -$1M 1.12% 14
2024
Q1 		$2.93M Sell
71,099
-21,050
-23% -$868K 1.4% 16
2023
Q4 		$3.85M Buy
92,149
+31,139
+51% +$1.25M 2.09% 12
2023
Q3 		$2.42M Sell
61,010
-2,439
-4% -$99K 1.48% 14
2023
Q2 		$2.62M Buy
63,449
+3,590
+6% +$150K 1.56% 12
2023
Q1 		$2.52M Buy
59,859
+6,363
+12% +$265K 1.52% 12
2022
Q4 		$2.19M Buy
+53,496
New +$2.18M 1.36% 16

Other funds holding AVIG

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Echo Wealth Management
Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return
BCR Wealth Strategies
BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

Grand Wealth Management's AVIG Position: Q3 2026 in Review

Grand Wealth Management reduced its Avantis Core Fixed Income ETF (AVIG) stake by 2.3% in Q3 2026, selling an estimated $23.7K and leaving 25,057 shares worth $987K. The position accounts for 0.41% of the portfolio, ranked #22.

Grand Wealth Management first reported a position in AVIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.85M in Q4 2023. 155 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

  • Grand Wealth Management held 25,057 shares of Avantis Core Fixed Income ETF worth $987K as of Q3 2026.
  • Grand Wealth Management sold 583 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $23.7K.
  • Avantis Core Fixed Income ETF made up 0.41% of Grand Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Grand Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Grand Wealth Management's Avantis Core Fixed Income ETF position peaked at $3.85M in Q4 2023.
  • 155 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Grand Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.