LWM
AVIG icon

Lodestone Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Lodestone Wealth Management’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 		$25.4K Buy
613
+6
+1% +$249 0.01% 387
2026
Q1 		$25.2K Buy
607
+4
+0.7% +$168 0.01% 380
2025
Q4 		$25.3K Buy
+603
New +$25.4K 0.01% 376

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

Lodestone Wealth Management's AVIG Position: Q2 2026 in Review

Lodestone Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 0.99% in Q2 2026, buying an estimated $249 and bringing the position to 613 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #387.

Lodestone Wealth Management first reported a position in AVIG in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Lodestone Wealth Management held 613 shares of Avantis Core Fixed Income ETF worth $25.4K as of Q2 2026.
  • Lodestone Wealth Management bought 6 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $249.
  • Avantis Core Fixed Income ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Lodestone Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.