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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
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 $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PlanWiser Financial's AVIG Position: Q1 2026 in Review

PlanWiser Financial reduced its Avantis Core Fixed Income ETF (AVIG) stake by 19% in Q1 2026, selling an estimated $847K and leaving 88,927 shares worth $3.71M. The position accounts for 2.69% of the portfolio, ranked #12.

PlanWiser Financial first reported a position in AVIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.58M in Q4 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • PlanWiser Financial held 88,927 shares of Avantis Core Fixed Income ETF worth $3.71M as of Q1 2026.
  • PlanWiser Financial sold 20,191 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $847K.
  • Avantis Core Fixed Income ETF made up 2.69% of PlanWiser Financial's portfolio in Q1 2026, its #12 holding.
  • PlanWiser Financial first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's Avantis Core Fixed Income ETF position peaked at $4.58M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.