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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
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
+38,092
+26% +$1.59M 0.21% 56
2025
Q2 		$6.13M Buy
147,492
+100,230
+212% +$4.11M 0.09% 77
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 $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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $376B 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