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Life Planning Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Life Planning Partners’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 		$1.32M Sell
31,799
-292
-0.9% -$12.1K 0.98% 25
2026
Q1 		$1.33M Buy
32,091
+742
+2% +$31.1K 1.02% 25
2025
Q4 		$1.31M Buy
31,349
+927
+3% +$39K 1.01% 25
2025
Q3 		$1.28M Buy
+30,422
New +$1.27M 0.93% 28

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Life Planning Partners's AVIG Position: Q2 2026 in Review

Life Planning Partners reduced its Avantis Core Fixed Income ETF (AVIG) stake by 0.91% in Q2 2026, selling an estimated $12.1K and leaving 31,799 shares worth $1.32M. The position accounts for 0.98% of the portfolio, ranked #25.

Life Planning Partners first reported a position in AVIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q1 2026. 94 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Life Planning Partners held 31,799 shares of Avantis Core Fixed Income ETF worth $1.32M as of Q2 2026.
  • Life Planning Partners sold 292 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $12.1K.
  • Avantis Core Fixed Income ETF made up 0.98% of Life Planning Partners's portfolio in Q2 2026, its #25 holding.
  • Life Planning Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Life Planning Partners's Avantis Core Fixed Income ETF position peaked at $1.33M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.