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POM Investment Strategies’s Avantis Core Fixed Income ETF AVIG Stock Holding History

POM Investment Strategies’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 		– Sell
-163
Closed -$6.83K – 442
2025
Q4 		$6.83K Buy
+163
New +$6.86K ﹤0.01% 178

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

POM Investment Strategies's AVIG Position: Q1 2026 in Review

POM Investment Strategies sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2026, closing a stake of 163 shares — an estimated $6.83K sold.

POM Investment Strategies first reported a position in AVIG in Q4 2025 and held it in 1 quarter. The position peaked at $6.83K in Q4 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • POM Investment Strategies reported no remaining Avantis Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 163 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $6.83K.
  • POM Investment Strategies first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • POM Investment Strategies's Avantis Core Fixed Income ETF position peaked at $6.83K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.