LAS
AVIG icon

Lloyd Advisory Services’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Lloyd Advisory Services’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 		$18.4K Sell
444
-4,246
-91% -$178K 0.01% 402
2025
Q4 		$197K Buy
+4,690
New +$197K 0.08% 121
2024
Q2 		– Sell
-10,521
Closed -$636K – 100
2024
Q1 		$636K Buy
+10,521
New +$434K 0.14% 114
2022
Q2 		– Sell
-1,482
Closed -$67K – 107
2022
Q1 		$67K Buy
1,482
+99
+7% +$4.64K 0.03% 199
2021
Q4 		$67K Buy
1,383
+245
+22% +$12K 0.03% 168
2021
Q3 		$56K Buy
1,138
+391
+52% +$19.4K 0.03% 152
2021
Q2 		$37K Buy
747
+101
+16% +$4.94K 0.02% 185
2021
Q1 		$31K Buy
+646
New +$31.9K 0.02% 182

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