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Merit Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Merit Financial Group’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 		$400K Buy
9,660
+100
+1% +$4.14K ﹤0.01% 1631
2026
Q1 		$397K Buy
+9,560
New +$401K ﹤0.01% 1504

Other funds holding AVIG

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's AVIG Position: Q2 2026 in Review

Merit Financial Group increased its Avantis Core Fixed Income ETF (AVIG) stake by 1% in Q2 2026, buying an estimated $4.14K and bringing the position to 9,660 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Merit Financial Group first reported a position in AVIG in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Merit Financial Group held 9,660 shares of Avantis Core Fixed Income ETF worth $400K as of Q2 2026.
  • Merit Financial Group bought 100 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $4.14K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1631 holding.
  • Merit Financial Group first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.