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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return

Janney Montgomery Scott's AVIG Position: Q1 2026 in Review

Janney Montgomery Scott increased its Avantis Core Fixed Income ETF (AVIG) stake by 46% in Q1 2026, buying an estimated $17.9M and bringing the position to 1,362,193 shares worth $56.6M. The position accounts for 0.14% of the portfolio, ranked #153.

Janney Montgomery Scott first reported a position in AVIG in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Janney Montgomery Scott held 1,362,193 shares of Avantis Core Fixed Income ETF worth $56.6M as of Q1 2026.
  • Janney Montgomery Scott bought 427,285 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $17.9M.
  • Avantis Core Fixed Income ETF made up 0.14% of Janney Montgomery Scott's portfolio in Q1 2026, its #153 holding.
  • Janney Montgomery Scott first reported a position in Avantis Core Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.