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

Park Square 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
2025
Q3 		– Sell
-14,798
Closed -$616K – 306
2025
Q2 		$616K Buy
14,798
+12,564
+562% +$515K 0.45% 41
2025
Q1 		$92.5K Buy
+2,234
New +$91.4K 0.07% 181

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Park Square Financial Group's AVIG Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2025, closing a stake of 14,798 shares — an estimated $616K sold.

Park Square Financial Group first reported a position in AVIG in Q1 2025 and held it in 2 quarters. The position peaked at $616K in Q2 2025. 128 funds tracked by Wall St. Rank hold AVIG as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 14,798 Avantis Core Fixed Income ETF shares in Q3 2025, an estimated $616K.
  • Park Square Financial Group first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis Core Fixed Income ETF position peaked at $616K in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.