Schwarz Dygos Wheeler Investment Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q2	$1.07M	Sell	25,905 -761	-3%	-$31.5K	0.2%	79
2026 Q1	$1.11M	Buy	26,666 +4,493	+20%	+$188K	0.23%	62
2025 Q4	$930K	Buy	22,173 +658	+3%	+$27.7K	0.19%	80
2025 Q3	$905K	Buy	21,515 +2,342	+12%	+$97.6K	0.19%	81
2025 Q2	$798K	Buy	19,173 +691	+4%	+$28.3K	0.18%	90
2025 Q1	$765K	Buy	18,482 +114	+0.6%	+$4.66K	0.18%	83
2024 Q4	$745K	Buy	18,368 +1,059	+6%	+$43.8K	0.18%	84
2024 Q3	$736K	Buy	+17,309	New	+$724K	0.18%	86

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

Schwarz Dygos Wheeler Investment Advisors's AVIG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Avantis Core Fixed Income ETF (AVIG) stake by 2.9% in Q2 2026, selling an estimated $31.5K and leaving 25,905 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #79.

Schwarz Dygos Wheeler Investment Advisors first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 25,905 shares of Avantis Core Fixed Income ETF worth $1.07M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 761 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $31.5K.
Avantis Core Fixed Income ETF made up 0.2% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #79 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Avantis Core Fixed Income ETF position peaked at $1.11M in Q1 2026.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.