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Leading Edge Financial Planning’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Leading Edge Financial Planning’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 		$1.23M Buy
29,726
+12,684
+74% +$532K 0.26% 26
2025
Q4 		$714K Buy
17,042
+1,594
+10% +$67.1K 0.16% 31
2025
Q3 		$650K Sell
15,448
-18
-0.1% -$750 0.16% 33
2025
Q2 		$644K Buy
15,466
+4,502
+41% +$185K 0.18% 31
2025
Q1 		$454K Sell
10,964
-5,337
-33% -$218K 0.14% 36
2024
Q4 		$661K Buy
+16,301
New +$673K 0.22% 31

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

Leading Edge Financial Planning's AVIG Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Avantis Core Fixed Income ETF (AVIG) stake by 74% in Q1 2026, buying an estimated $532K and bringing the position to 29,726 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #26.

Leading Edge Financial Planning first reported a position in AVIG in Q4 2024 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Leading Edge Financial Planning held 29,726 shares of Avantis Core Fixed Income ETF worth $1.23M as of Q1 2026.
  • Leading Edge Financial Planning bought 12,684 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $532K.
  • Avantis Core Fixed Income ETF made up 0.26% of Leading Edge Financial Planning's portfolio in Q1 2026, its #26 holding.
  • Leading Edge Financial Planning first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.