Simplicity Wealth’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Simplicity Wealth’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	$53.2M	Buy	1,283,956 +71,486	+6%	+$2.96M	1.79%	7
2026 Q1	$50.4M	Buy	1,212,470 +52,097	+4%	+$2.19M	2.85%	4
2025 Q4	$48.6M	Buy	1,160,373 +66,496	+6%	+$2.8M	2.9%	4
2025 Q3	$46M	Sell	1,093,877 -1,097,735	-50%	-$45.7M	2.67%	4
2025 Q2	$91.2M	Buy	2,191,612 +1,160,006	+112%	+$47.5M	3.8%	2
2025 Q1	$42.7M	Buy	+1,031,606	New	+$42.2M	3.32%	4
2024 Q4	–	Sell	-838,605	Closed	-$35.6M	–	335
2024 Q3	$35.6M	Buy	838,605 +752,566	+875%	+$31.5M	3.3%	4
2024 Q2	$3.51M	Buy	86,039 +76,461	+798%	+$3.11M	0.08%	248
2024 Q1	$395K	Buy	+9,578	New	+$395K	0.01%	820

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

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

EWM

Echo Wealth Management Plymouth, Minnesota $196M AUM 14.33% 1-Year Est. Return

Simplicity Wealth's AVIG Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis Core Fixed Income ETF (AVIG) stake by 5.9% in Q2 2026, buying an estimated $2.96M and bringing the position to 1,283,956 shares worth $53.2M. The position accounts for 1.79% of the portfolio, ranked #7.

Simplicity Wealth first reported a position in AVIG in Q1 2024 and has held it in 9 quarters since. The position peaked at $91.2M in Q2 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Simplicity Wealth held 1,283,956 shares of Avantis Core Fixed Income ETF worth $53.2M as of Q2 2026.
Simplicity Wealth bought 71,486 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $2.96M.
Avantis Core Fixed Income ETF made up 1.79% of Simplicity Wealth's portfolio in Q2 2026, its #7 holding.
Simplicity Wealth first reported a position in Avantis Core Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Avantis Core Fixed Income ETF position peaked at $91.2M in Q2 2025.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.