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 Q2	$208K	Buy	5,026 +4,582	+1,032%	+$190K	0.08%	112
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 $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Lloyd Advisory Services's AVIG Position: Q2 2026 in Review

Lloyd Advisory Services increased its Avantis Core Fixed Income ETF (AVIG) stake by 1,032% in Q2 2026, buying an estimated $190K and bringing the position to 5,026 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #112.

Lloyd Advisory Services first reported a position in AVIG in Q1 2021 and has held it in 9 quarters since. The position peaked at $636K in Q1 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Lloyd Advisory Services held 5,026 shares of Avantis Core Fixed Income ETF worth $208K as of Q2 2026.
Lloyd Advisory Services bought 4,582 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $190K.
Avantis Core Fixed Income ETF made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #112 holding.
Lloyd Advisory Services first reported a position in Avantis Core Fixed Income ETF in Q1 2021 and has held it in 9 quarters since.
Lloyd Advisory Services's Avantis Core Fixed Income ETF position peaked at $636K in Q1 2024.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.