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

PlanWiser Financial’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 		$3.74M Buy
90,260
+1,333
+1% +$55.2K 2.6% 13
2026
Q1 		$3.71M Sell
88,927
-20,191
-19% -$847K 2.69% 12
2025
Q4 		$4.58M Buy
109,118
+26,455
+32% +$1.11M 3.43% 9
2025
Q3 		$3.46M Buy
82,663
+7,809
+10% +$325K 2.75% 11
2025
Q2 		$3.09M Sell
74,854
-7,490
-9% -$307K 2.64% 10
2025
Q1 		$3.38M Buy
+82,344
New +$3.37M 3.06% 10

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

PlanWiser Financial's AVIG Position: Q2 2026 in Review

PlanWiser Financial increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.5% in Q2 2026, buying an estimated $55.2K and bringing the position to 90,260 shares worth $3.74M. The position accounts for 2.6% of the portfolio, ranked #13.

PlanWiser Financial first reported a position in AVIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.58M in Q4 2025. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • PlanWiser Financial held 90,260 shares of Avantis Core Fixed Income ETF worth $3.74M as of Q2 2026.
  • PlanWiser Financial bought 1,333 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $55.2K.
  • Avantis Core Fixed Income ETF made up 2.6% of PlanWiser Financial's portfolio in Q2 2026, its #13 holding.
  • PlanWiser Financial first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • PlanWiser Financial's Avantis Core Fixed Income ETF position peaked at $4.58M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.