Great Valley Advisor Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Great Valley Advisor 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 Q1	$40.4M	Buy	972,985 +66,559	+7%	+$2.79M	0.73%	30
2025 Q4	$38M	Buy	906,426 +784,301	+642%	+$33M	0.73%	30
2025 Q3	$5.14M	Buy	122,125 +11,853	+11%	+$494K	0.1%	176
2025 Q2	$4.59M	Sell	110,272 -13,562	-11%	-$556K	0.1%	184
2025 Q1	$5.13M	Buy	123,834 +4,303	+4%	+$176K	0.11%	174
2024 Q4	$4.85M	Buy	119,531 +10,686	+10%	+$441K	0.11%	174
2024 Q3	$4.63M	Sell	108,845 -12,426	-10%	-$520K	0.11%	176
2024 Q2	$4.95M	Buy	121,271 +14,220	+13%	+$577K	0.14%	162
2024 Q1	$4.42M	Buy	+107,051	New	+$4.41M	0.13%	167

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Great Valley Advisor Group's AVIG Position: Q1 2026 in Review

Great Valley Advisor Group increased its Avantis Core Fixed Income ETF (AVIG) stake by 7.3% in Q1 2026, buying an estimated $2.79M and bringing the position to 972,985 shares worth $40.4M. The position accounts for 0.73% of the portfolio, ranked #30.

Great Valley Advisor Group first reported a position in AVIG in Q1 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

Great Valley Advisor Group held 972,985 shares of Avantis Core Fixed Income ETF worth $40.4M as of Q1 2026.
Great Valley Advisor Group bought 66,559 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $2.79M.
Avantis Core Fixed Income ETF made up 0.73% of Great Valley Advisor Group's portfolio in Q1 2026, its #30 holding.
Great Valley Advisor Group first reported a position in Avantis Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.