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Kestra Investment Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Kestra Investment Management’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 		$11.8M Buy
284,724
+59,600
+26% +$2.47M 0.23% 58
2026
Q1 		$9.35M Sell
225,124
-31,399
-12% -$1.32M 0.16% 60
2025
Q4 		$10.8M Buy
256,523
+70,939
+38% +$2.98M 0.26% 55
2025
Q3 		$7.81M Buy
185,584
+85,354
+85% +$3.56M 0.21% 56
2025
Q2 		$4.17M Buy
100,230
+52,968
+112% +$2.17M 0.13% 70
2025
Q1 		$1.96M Buy
47,262
+37,956
+408% +$1.55M 0.06% 100
2024
Q4 		$378K Buy
+9,306
New +$384K 0.01% 276

Other funds holding AVIG

AWM
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 22.96% 1-Year Est. Return
American Century Companies
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
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

Kestra Investment Management's AVIG Position: Q2 2026 in Review

Kestra Investment Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 26% in Q2 2026, buying an estimated $2.47M and bringing the position to 284,724 shares worth $11.8M. The position accounts for 0.23% of the portfolio, ranked #58.

Kestra Investment Management first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Kestra Investment Management held 284,724 shares of Avantis Core Fixed Income ETF worth $11.8M as of Q2 2026.
  • Kestra Investment Management bought 59,600 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $2.47M.
  • Avantis Core Fixed Income ETF made up 0.23% of Kestra Investment Management's portfolio in Q2 2026, its #58 holding.
  • Kestra Investment Management first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.