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 Q3	$280K	Buy	7,109 +84	+1%	+$3.41K	0.17%	46
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

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Echo Wealth Management Plymouth, Minnesota $204M AUM 7.55% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Oceanside Advisors's AVIG Position: Q3 2026 in Review

Oceanside Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.2% in Q3 2026, buying an estimated $3.41K and bringing the position to 7,109 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #46.

Oceanside Advisors first reported a position in AVIG in Q3 2024 and has held it in 9 quarters since. The position peaked at $362K in Q1 2026. 120 funds tracked by Wall St. Rank hold AVIG as of Q3 2026.

Oceanside Advisors held 7,109 shares of Avantis Core Fixed Income ETF worth $280K as of Q3 2026.
Oceanside Advisors bought 84 Avantis Core Fixed Income ETF shares in Q3 2026, an estimated $3.41K.
Avantis Core Fixed Income ETF made up 0.17% of Oceanside Advisors's portfolio in Q3 2026, its #46 holding.
Oceanside Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
Oceanside Advisors's Avantis Core Fixed Income ETF position peaked at $362K in Q1 2026.
120 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.