Kingsview Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Kingsview Wealth 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	$299K	Buy	7,229 +1,137	+19%	+$47.1K	﹤0.01%	1194
2026 Q1	$253K	Hold	6,092	–	–	﹤0.01%	1151
2025 Q4	$255K	Buy	6,092 +142	+2%	+$5.97K	﹤0.01%	1077
2025 Q3	$250K	Buy	5,950 +732	+14%	+$30.5K	﹤0.01%	1041
2025 Q2	$217K	Buy	+5,218	New	+$214K	﹤0.01%	1076
2025 Q1	–	Sell	-7,902	Closed	-$321K	–	1098
2024 Q4	$321K	Sell	7,902 -412	-5%	-$17K	0.01%	876
2024 Q3	$353K	Sell	8,314 -636	-7%	-$26.6K	0.01%	825
2024 Q2	$365K	Buy	8,950 +1,584	+22%	+$64.3K	0.01%	779
2024 Q1	$304K	Buy	7,366 +65	+0.9%	+$2.68K	0.01%	811
2023 Q4	$305K	Sell	7,301 -1,169	-14%	-$46.9K	0.01%	760
2023 Q3	$336K	Buy	8,470 +70	+0.8%	+$2.84K	0.01%	720
2023 Q2	$347K	Buy	8,400 +529	+7%	+$22.1K	0.01%	696
2023 Q1	$332K	Buy	7,871 +678	+9%	+$28.3K	0.01%	680
2022 Q4	$295K	Sell	7,193 -2,198	-23%	-$89.7K	0.01%	673
2022 Q3	$380K	Sell	9,391 -1,609	-15%	-$68.7K	0.02%	571
2022 Q2	$472K	Buy	11,000 +2,157	+24%	+$93.7K	0.02%	551
2022 Q1	$401K	Buy	+8,843	New	+$414K	0.02%	623

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Kingsview Wealth Management's AVIG Position: Q2 2026 in Review

Kingsview Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 19% in Q2 2026, buying an estimated $47.1K and bringing the position to 7,229 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Kingsview Wealth Management first reported a position in AVIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $472K in Q2 2022. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Kingsview Wealth Management held 7,229 shares of Avantis Core Fixed Income ETF worth $299K as of Q2 2026.
Kingsview Wealth Management bought 1,137 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $47.1K.
Avantis Core Fixed Income ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1194 holding.
Kingsview Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q1 2022 and has held it in 17 quarters since.
Kingsview Wealth Management's Avantis Core Fixed Income ETF position peaked at $472K in Q2 2022.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.