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Great Point Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Great Point Wealth Advisors’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 		$434K Buy
10,480
+1,215
+13% +$50.4K 0.07% 52
2026
Q1 		$385K Sell
9,265
-1
-0% -$42 0.07% 51
2025
Q4 		$388K Hold
9,266
– – 0.07% 52
2025
Q3 		$390K Buy
+9,266
New +$386K 0.07% 49
2025
Q1 		$384K Hold
9,266
– – 0.08% 47
2024
Q4 		$376K Hold
9,266
– – 0.08% 48
2024
Q3 		$394K Hold
9,266
– – 0.08% 47
2024
Q2 		$378K Hold
9,266
– – 0.09% 45
2024
Q1 		$382K Sell
9,266
-14,509
-61% -$598K 0.09% 48
2023
Q4 		$995K Buy
23,775
+1,581
+7% +$63.4K 0.26% 42
2023
Q3 		$880K Buy
+22,194
New +$901K 0.26% 43

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

Great Point Wealth Advisors's AVIG Position: Q2 2026 in Review

Great Point Wealth Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 13% in Q2 2026, buying an estimated $50.4K and bringing the position to 10,480 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #52.

Great Point Wealth Advisors first reported a position in AVIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $995K in Q4 2023. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Great Point Wealth Advisors held 10,480 shares of Avantis Core Fixed Income ETF worth $434K as of Q2 2026.
  • Great Point Wealth Advisors bought 1,215 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $50.4K.
  • Avantis Core Fixed Income ETF made up 0.07% of Great Point Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Great Point Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Great Point Wealth Advisors's Avantis Core Fixed Income ETF position peaked at $995K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.