Simplicity Wealth’s Avantis Credit ETF AVGB Stock Holding History

Simplicity Wealth’s Portfolio AVGB Stock Details AVGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.1M	Buy	+506,481	New	+$25.7M	0.73%	20

Other funds holding AVGB

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Simplicity Wealth's AVGB Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Avantis Credit ETF (AVGB) in Q3 2026: 506,481 shares worth $25.1M. The stake represents 0.73% of the portfolio and ranks #20 among its holdings.

3 funds tracked by Wall St. Rank hold AVGB as of Q3 2026.

Simplicity Wealth held 506,481 shares of Avantis Credit ETF worth $25.1M as of Q3 2026.
Avantis Credit ETF was a new Simplicity Wealth position in Q3 2026.
Avantis Credit ETF made up 0.73% of Simplicity Wealth's portfolio in Q3 2026, its #20 holding.
3 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.