SW
AVIG icon

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
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 $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
LPL Financial
LPL Financial San Diego, California $376B 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
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return