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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
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

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

LexAurum Advisors's AVIG Position: Q2 2026 in Review

LexAurum Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 3.3% in Q2 2026, buying an estimated $673K and bringing the position to 514,015 shares worth $21.3M. The position accounts for 2.46% of the portfolio, ranked #7.

LexAurum Advisors first reported a position in AVIG in Q4 2022 and has held it in 14 quarters since. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • LexAurum Advisors held 514,015 shares of Avantis Core Fixed Income ETF worth $21.3M as of Q2 2026.
  • LexAurum Advisors bought 16,248 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $673K.
  • Avantis Core Fixed Income ETF made up 2.46% of LexAurum Advisors's portfolio in Q2 2026, its #7 holding.
  • LexAurum Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.