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Morey & Quinn Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Morey & Quinn Wealth Partners’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 		$586K Buy
14,154
+1,420
+11% +$58.9K 0.38% 64
2026
Q1 		$529K Sell
12,734
-325
-2% -$13.6K 0.38% 67
2025
Q4 		$547K Buy
13,059
+950
+8% +$40K 0.39% 63
2025
Q3 		$510K Buy
12,109
+710
+6% +$29.6K 0.38% 66
2025
Q2 		$474K Buy
11,399
+6,074
+114% +$249K 0.38% 65
2025
Q1 		$220K Buy
+5,325
New +$218K 0.18% 117

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

Morey & Quinn Wealth Partners's AVIG Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Avantis Core Fixed Income ETF (AVIG) stake by 11% in Q2 2026, buying an estimated $58.9K and bringing the position to 14,154 shares worth $586K. The position accounts for 0.38% of the portfolio, ranked #64.

Morey & Quinn Wealth Partners first reported a position in AVIG in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Morey & Quinn Wealth Partners held 14,154 shares of Avantis Core Fixed Income ETF worth $586K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 1,420 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $58.9K.
  • Avantis Core Fixed Income ETF made up 0.38% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Morey & Quinn Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.