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Mariner Independent Advisor Network’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.27M Buy
31,499
+17,823
+130% +$761K 0.05% 330
2022
Q2 		$587K Buy
+13,676
New +$594K 0.02% 454

Other funds holding AVIG

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Mariner Independent Advisor Network's AVIG Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Avantis Core Fixed Income ETF (AVIG) stake by 130% in Q3 2022, buying an estimated $761K and bringing the position to 31,499 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #330.

Mariner Independent Advisor Network first reported a position in AVIG in Q2 2022 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold AVIG as of Q3 2022.

  • Mariner Independent Advisor Network held 31,499 shares of Avantis Core Fixed Income ETF worth $1.27M as of Q3 2022.
  • Mariner Independent Advisor Network bought 17,823 Avantis Core Fixed Income ETF shares in Q3 2022, an estimated $761K.
  • Avantis Core Fixed Income ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #330 holding.
  • Mariner Independent Advisor Network first reported a position in Avantis Core Fixed Income ETF in Q2 2022 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.