Janney Montgomery Scott
AVIG icon

Janney Montgomery Scott’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Janney Montgomery Scott’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 		$60.2M Buy
1,453,103
+90,910
+7% +$3.77M 0.12% 183
2026
Q1 		$56.6M Buy
1,362,193
+427,285
+46% +$17.9M 0.14% 153
2025
Q4 		$39.2M Buy
934,908
+486,278
+108% +$20.5M 0.09% 220
2025
Q3 		$18.9M Buy
+448,630
New +$18.7M 0.04% 372

Other funds holding AVIG

AE Wealth Management
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 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
BCR Wealth Strategies
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
Echo Wealth Management
Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

Janney Montgomery Scott's AVIG Position: Q2 2026 in Review

Janney Montgomery Scott increased its Avantis Core Fixed Income ETF (AVIG) stake by 6.7% in Q2 2026, buying an estimated $3.77M and bringing the position to 1,453,103 shares worth $60.2M. The position accounts for 0.12% of the portfolio, ranked #183.

Janney Montgomery Scott first reported a position in AVIG in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Janney Montgomery Scott held 1,453,103 shares of Avantis Core Fixed Income ETF worth $60.2M as of Q2 2026.
  • Janney Montgomery Scott bought 90,910 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $3.77M.
  • Avantis Core Fixed Income ETF made up 0.12% of Janney Montgomery Scott's portfolio in Q2 2026, its #183 holding.
  • Janney Montgomery Scott first reported a position in Avantis Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.