KW
AVIG icon

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

KWB Wealth’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
2025
Q4 		– Sell
-5,410
Closed -$225K – 177
2025
Q3 		$225K Sell
5,410
-82
-1% -$3.42K 0.02% 141
2025
Q2 		$227K Sell
5,492
-617
-10% -$25.3K 0.03% 150
2025
Q1 		$248K Buy
6,109
+298
+5% +$12.2K 0.03% 136
2024
Q4 		$247K Sell
5,811
-241
-4% -$9.96K 0.03% 130
2024
Q3 		$247K Buy
+6,052
New +$253K 0.03% 118

Other funds holding AVIG

AF
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AWM
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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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return