Integrated Wealth Concepts’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Integrated Wealth Concepts’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	$2.07K	Buy	+50	New	+$2.07K	﹤0.01%	5344

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Integrated Wealth Concepts's AVIG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 50 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #5344 among its holdings.

180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Integrated Wealth Concepts held 50 shares of Avantis Core Fixed Income ETF worth $2.07K as of Q2 2026.
Avantis Core Fixed Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Avantis Core Fixed Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5344 holding.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.