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Sound Income Strategies’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Sound Income Strategies’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 		$1.75K Buy
42
+9
+27% +$378 ﹤0.01% 2188
2025
Q4 		$1.39K Buy
+33
New +$1.39K ﹤0.01% 2223
2024
Q1 		– Sell
-3,816
Closed -$160K – 1358
2023
Q4 		$160K Buy
+3,816
New +$153K 0.01% 222

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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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

Sound Income Strategies's AVIG Position: Q1 2026 in Review

Sound Income Strategies increased its Avantis Core Fixed Income ETF (AVIG) stake by 27% in Q1 2026, buying an estimated $378 and bringing the position to 42 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Sound Income Strategies first reported a position in AVIG in Q4 2023 and has held it in 3 quarters since. The position peaked at $160K in Q4 2023. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • Sound Income Strategies held 42 shares of Avantis Core Fixed Income ETF worth $1.75K as of Q1 2026.
  • Sound Income Strategies bought 9 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $378.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #2188 holding.
  • Sound Income Strategies first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 3 quarters since.
  • Sound Income Strategies's Avantis Core Fixed Income ETF position peaked at $160K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.