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Key Capital Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Key Capital 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 		$12.1K Buy
291
+284
+4,057% +$11.8K 0.01% 317
2026
Q1 		$291 Sell
7
-59
-89% -$2.48K ﹤0.01% 656
2025
Q4 		$2.77K Buy
+66
New +$2.78K ﹤0.01% 358

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Key Capital Management's AVIG Position: Q2 2026 in Review

Key Capital Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 4,057% in Q2 2026, buying an estimated $11.8K and bringing the position to 291 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #317.

Key Capital Management first reported a position in AVIG in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Key Capital Management held 291 shares of Avantis Core Fixed Income ETF worth $12.1K as of Q2 2026.
  • Key Capital Management bought 284 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $11.8K.
  • Avantis Core Fixed Income ETF made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #317 holding.
  • Key Capital Management first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.