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 Q3	$1.14M	Sell	28,916 -2,883	-9%	-$117K	0.91%	27
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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Life Planning Partners's AVIG Position: Q3 2026 in Review

Life Planning Partners reduced its Avantis Core Fixed Income ETF (AVIG) stake by 9.1% in Q3 2026, selling an estimated $117K and leaving 28,916 shares worth $1.14M. The position accounts for 0.91% of the portfolio, ranked #27.

Life Planning Partners first reported a position in AVIG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2026. 167 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Life Planning Partners held 28,916 shares of Avantis Core Fixed Income ETF worth $1.14M as of Q3 2026.
Life Planning Partners sold 2,883 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $117K.
Avantis Core Fixed Income ETF made up 0.91% of Life Planning Partners's portfolio in Q3 2026, its #27 holding.
Life Planning Partners first reported a position in Avantis Core Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Life Planning Partners's Avantis Core Fixed Income ETF position peaked at $1.33M in Q1 2026.
167 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.