Private Advisor Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Private Advisor 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
2026 Q2	$6.15M	Buy	+148,583	New	+$6.16M	0.03%	539
2024 Q1	–	Sell	-34,890	Closed	-$1.46M	–	2330
2023 Q4	$1.46M	Sell	34,890 -53,124	-60%	-$2.13M	0.01%	914
2023 Q3	$3.49M	Buy	88,014 +45,872	+109%	+$1.86M	0.03%	513
2023 Q2	$1.74M	Sell	42,142 -8,521	-17%	-$355K	0.02%	778
2023 Q1	$2.13M	Buy	+50,663	New	+$2.11M	0.02%	648

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Private Advisor Group's AVIG Position: Q2 2026 in Review

Private Advisor Group opened a new position in Avantis Core Fixed Income ETF (AVIG) in Q2 2026: 148,583 shares worth $6.15M. The stake represents 0.03% of the portfolio and ranks #539 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in AVIG as recently as Q4 2023.

Private Advisor Group first reported a position in AVIG in Q1 2023 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Private Advisor Group held 148,583 shares of Avantis Core Fixed Income ETF worth $6.15M as of Q2 2026.
Avantis Core Fixed Income ETF was a new Private Advisor Group position in Q2 2026.
Avantis Core Fixed Income ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #539 holding.
Private Advisor Group first reported a position in Avantis Core Fixed Income ETF in Q1 2023 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.