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Morris Financial Concepts’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Morris Financial Concepts’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 		$283K Buy
6,836
+271
+4% +$11.2K 0.09% 119
2026
Q1 		$273K Buy
6,565
+690
+12% +$28.9K 0.09% 111
2025
Q4 		$246K Buy
5,875
+49
+0.8% +$2.06K 0.09% 122
2025
Q3 		$245K Buy
5,826
+567
+11% +$23.6K 0.09% 122
2025
Q2 		$219K Buy
5,259
+5
+0.1% +$205 0.09% 127
2025
Q1 		$217K Buy
5,254
+170
+3% +$6.96K 0.09% 124
2024
Q4 		$206K Buy
5,084
+643
+14% +$26.6K 0.09% 119
2024
Q3 		$189K Sell
4,441
-8
-0.2% -$335 0.08% 125
2024
Q2 		$181K Buy
4,449
+301
+7% +$12.2K 0.09% 103
2024
Q1 		$171K Sell
4,148
-493
-11% -$20.3K 0.09% 101
2023
Q4 		$194K Buy
4,641
+620
+15% +$24.9K 0.11% 95
2023
Q3 		$159K Buy
4,021
+397
+11% +$16.1K 0.11% 89
2023
Q2 		$150K Buy
3,624
+548
+18% +$22.8K 0.1% 90
2023
Q1 		$130K Sell
3,076
-48
-2% -$2K 0.09% 89
2022
Q4 		$128K Buy
3,124
+792
+34% +$32.3K 0.1% 83
2022
Q3 		$94K Buy
2,332
+550
+31% +$23.5K 0.1% 72
2022
Q2 		$76K Buy
1,782
+116
+7% +$5.04K 0.07% 80
2022
Q1 		$76K Buy
1,666
+752
+82% +$35.2K 0.06% 83
2021
Q4 		$45K Buy
+914
New +$44.7K 0.04% 81

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

Morris Financial Concepts's AVIG Position: Q2 2026 in Review

Morris Financial Concepts increased its Avantis Core Fixed Income ETF (AVIG) stake by 4.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 6,836 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #119.

Morris Financial Concepts first reported a position in AVIG in Q4 2021 and has held it in 19 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Morris Financial Concepts held 6,836 shares of Avantis Core Fixed Income ETF worth $283K as of Q2 2026.
  • Morris Financial Concepts bought 271 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $11.2K.
  • Avantis Core Fixed Income ETF made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #119 holding.
  • Morris Financial Concepts first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.