LKBC
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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
Q2 		$1.62M Buy
39,242
+510
+1% +$21.1K 0.49% 30
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 $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
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
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
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

L.K. Benson & Company's AVIG Position: Q2 2026 in Review

L.K. Benson & Company increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 39,242 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #30.

L.K. Benson & Company first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • L.K. Benson & Company held 39,242 shares of Avantis Core Fixed Income ETF worth $1.62M as of Q2 2026.
  • L.K. Benson & Company bought 510 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $21.1K.
  • Avantis Core Fixed Income ETF made up 0.49% of L.K. Benson & Company's portfolio in Q2 2026, its #30 holding.
  • L.K. Benson & Company first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.