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Oceanside Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Oceanside Advisors’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 		$291K Sell
7,025
-1,689
-19% -$70K 0.15% 49
2026
Q1 		$362K Buy
8,714
+1,332
+18% +$55.9K 0.21% 41
2025
Q4 		$309K Sell
7,382
-580
-7% -$24.4K 0.19% 40
2025
Q3 		$335K Hold
7,962
– – 0.21% 38
2025
Q2 		$331K Sell
7,962
-68
-0.8% -$2.79K 0.22% 37
2025
Q1 		$332K Buy
8,030
+1,625
+25% +$66.5K 0.24% 36
2024
Q4 		$260K Hold
6,405
– – 0.19% 44
2024
Q3 		$272K Buy
+6,405
New +$268K 0.2% 42

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

Oceanside Advisors's AVIG Position: Q2 2026 in Review

Oceanside Advisors reduced its Avantis Core Fixed Income ETF (AVIG) stake by 19% in Q2 2026, selling an estimated $70K and leaving 7,025 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #49.

Oceanside Advisors first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $362K in Q1 2026. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Oceanside Advisors held 7,025 shares of Avantis Core Fixed Income ETF worth $291K as of Q2 2026.
  • Oceanside Advisors sold 1,689 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $70K.
  • Avantis Core Fixed Income ETF made up 0.15% of Oceanside Advisors's portfolio in Q2 2026, its #49 holding.
  • Oceanside Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Oceanside Advisors's Avantis Core Fixed Income ETF position peaked at $362K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.