LexAurum Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

LexAurum Advisors’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 Q3	$21.6M	Buy	549,151 +35,136	+7%	+$1.43M	2.42%	7
2026 Q2	$21.3M	Buy	514,015 +16,248	+3%	+$673K	2.46%	7
2026 Q1	$20.7M	Buy	+497,767	New	+$20.9M	2.68%	6
2025 Q3	$18.5M	Buy	438,633 +33,254	+8%	+$1.39M	2.62%	6
2025 Q2	$16.9M	Buy	405,379 +27,778	+7%	+$1.14M	2.66%	5
2025 Q1	$15.6M	Buy	377,601 +58,035	+18%	+$2.37M	2.99%	4
2024 Q4	$13M	Buy	319,566 +37,276	+13%	+$1.54M	2.57%	7
2024 Q3	$12M	Buy	282,290 +54,885	+24%	+$2.3M	2.64%	8
2024 Q2	$9.27M	Buy	227,405 +46,656	+26%	+$1.89M	2.26%	9
2024 Q1	$7.46M	Buy	180,749 +44,385	+33%	+$1.83M	1.87%	11
2023 Q4	$5.7M	Buy	136,364 +31,023	+29%	+$1.24M	1.5%	16
2023 Q3	$4.17M	Buy	105,341 +51,395	+95%	+$2.09M	1.22%	20
2023 Q2	$2.23M	Buy	53,946 +18,974	+54%	+$791K	0.67%	31
2023 Q1	$1.47M	Sell	34,972 -2,090	-6%	-$87.2K	0.49%	43
2022 Q4	$1.52M	Buy	+37,062	New	+$1.51M	0.54%	40

Other funds holding AVIG

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

LexAurum Advisors's AVIG Position: Q3 2026 in Review

LexAurum Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 6.8% in Q3 2026, buying an estimated $1.43M and bringing the position to 549,151 shares worth $21.6M. The position accounts for 2.42% of the portfolio, ranked #7.

LexAurum Advisors first reported a position in AVIG in Q4 2022 and has held it in 15 quarters since. 64 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

LexAurum Advisors held 549,151 shares of Avantis Core Fixed Income ETF worth $21.6M as of Q3 2026.
LexAurum Advisors bought 35,136 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $1.43M.
Avantis Core Fixed Income ETF made up 2.42% of LexAurum Advisors's portfolio in Q3 2026, its #7 holding.
LexAurum Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
64 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.