Highland Financial Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Highland Financial 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	$24.6M	Buy	594,740 +29,908	+5%	+$1.24M	5.42%	8
2026 Q1	$23.5M	Buy	564,832 +35,117	+7%	+$1.47M	6.2%	6
2025 Q4	$22.2M	Buy	529,715 +7,249	+1%	+$305K	6.16%	6
2025 Q3	$22M	Buy	522,466 +14,522	+3%	+$605K	6.3%	6
2025 Q2	$21.1M	Buy	507,944 +3,971	+0.8%	+$163K	6.79%	6
2025 Q1	$20.9M	Buy	503,973 +11,861	+2%	+$485K	7.46%	5
2024 Q4	$20M	Buy	492,112 +17,349	+4%	+$717K	6.92%	7
2024 Q3	$20.2M	Buy	474,763 +26,597	+6%	+$1.11M	7.17%	7
2024 Q2	$18.3M	Buy	448,166 +64,293	+17%	+$2.61M	6.8%	7
2024 Q1	$15.8M	Buy	383,873 +47,352	+14%	+$1.95M	6.34%	7
2023 Q4	$14.1M	Buy	336,521 +14,038	+4%	+$563K	6.12%	7
2023 Q3	$12.8M	Buy	322,483 +52,784	+20%	+$2.14M	6.62%	6
2023 Q2	$11.2M	Buy	269,699 +50,316	+23%	+$2.1M	5.75%	7
2023 Q1	$9.24M	Buy	219,383 +28,790	+15%	+$1.2M	5.02%	7
2022 Q4	$7.81M	Buy	190,593 +87,026	+84%	+$3.55M	4.6%	7
2022 Q3	$4.19M	Buy	103,567 +733	+0.7%	+$31.3K	2.91%	12
2022 Q2	$4.41M	Buy	+102,834	New	+$4.47M	3.02%	13

Other funds holding AVIG

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Approach Retirement Advisors Vestavia, Alabama $138M AUM

Marrick Wealth Irvine, California $141M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return