L.K. Benson & Company’s Avantis Core Fixed Income ETF AVIG Stock Holding History

L.K. Benson & Company’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	$1.61M	Buy	38,732 +188	+0.5%	+$7.89K	0.53%	31
2025 Q4	$1.62M	Buy	38,544 +448	+1%	+$18.8K	0.81%	28
2025 Q3	$1.6M	Buy	38,096 +7,559	+25%	+$315K	0.86%	24
2025 Q2	$1.27M	Sell	30,537 -8,087	-21%	-$331K	0.78%	30
2025 Q1	$1.6M	Buy	38,624 +125	+0.3%	+$5.11K	1.11%	22
2024 Q4	$1.56M	Buy	+38,499	New	+$1.59M	1.1%	21

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

L.K. Benson & Company's AVIG Position: Q1 2026 in Review

L.K. Benson & Company increased its Avantis Core Fixed Income ETF (AVIG) stake by 0.49% in Q1 2026, buying an estimated $7.89K and bringing the position to 38,732 shares worth $1.61M. The position accounts for 0.53% of the portfolio, ranked #31.

L.K. Benson & Company first reported a position in AVIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

L.K. Benson & Company held 38,732 shares of Avantis Core Fixed Income ETF worth $1.61M as of Q1 2026.
L.K. Benson & Company bought 188 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $7.89K.
Avantis Core Fixed Income ETF made up 0.53% of L.K. Benson & Company's portfolio in Q1 2026, its #31 holding.
L.K. Benson & Company first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
L.K. Benson & Company's Avantis Core Fixed Income ETF position peaked at $1.62M in Q4 2025.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.