KFG
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Kingdom Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Kingdom Financial Group’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 		$18.4K Sell
444
-35
-7% -$1.47K 0.01% 402
2025
Q4 		$20.1K Sell
479
-33,614
-99% -$1.41M 0.01% 348
2025
Q3 		$1.43M Buy
34,093
+19,629
+136% +$818K 0.88% 23
2025
Q2 		$602K Buy
+14,464
New +$593K 0.53% 24

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 $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

Kingdom Financial Group's AVIG Position: Q1 2026 in Review

Kingdom Financial Group reduced its Avantis Core Fixed Income ETF (AVIG) stake by 7.3% in Q1 2026, selling an estimated $1.47K and leaving 444 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #402.

Kingdom Financial Group first reported a position in AVIG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Kingdom Financial Group held 444 shares of Avantis Core Fixed Income ETF worth $18.4K as of Q1 2026.
  • Kingdom Financial Group sold 35 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $1.47K.
  • Avantis Core Fixed Income ETF made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #402 holding.
  • Kingdom Financial Group first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Avantis Core Fixed Income ETF position peaked at $1.43M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.