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

McCartney 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
Q1 		$4.13M Buy
99,485
+1,611
+2% +$67.6K 3.48% 10
2025
Q4 		$4.1M Buy
+97,874
New +$4.12M 3.54% 8

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

McCartney Wealth Management's AVIG Position: Q1 2026 in Review

McCartney Wealth Management increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.6% in Q1 2026, buying an estimated $67.6K and bringing the position to 99,485 shares worth $4.13M. The position accounts for 3.48% of the portfolio, ranked #10.

McCartney Wealth Management first reported a position in AVIG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • McCartney Wealth Management held 99,485 shares of Avantis Core Fixed Income ETF worth $4.13M as of Q1 2026.
  • McCartney Wealth Management bought 1,611 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $67.6K.
  • Avantis Core Fixed Income ETF made up 3.48% of McCartney Wealth Management's portfolio in Q1 2026, its #10 holding.
  • McCartney Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on McCartney Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.