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Prevail Innovative Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Prevail Innovative Wealth 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
Q1 		$1.47M Buy
35,441
+1,791
+5% +$75.1K 0.25% 116
2025
Q4 		$1.41M Buy
+33,650
New +$1.42M 0.25% 128

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

Prevail Innovative Wealth Advisors's AVIG Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis Core Fixed Income ETF (AVIG) stake by 5.3% in Q1 2026, buying an estimated $75.1K and bringing the position to 35,441 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #116.

Prevail Innovative Wealth Advisors first reported a position in AVIG in Q4 2025 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 35,441 shares of Avantis Core Fixed Income ETF worth $1.47M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 1,791 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $75.1K.
  • Avantis Core Fixed Income ETF made up 0.25% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.