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 Q2	–	Sell	-42	Closed	-$1.75K	–	621
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

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 22.9% 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

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

Sound Income Strategies's AVIG Position: Q2 2026 in Review

Sound Income Strategies sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 42 shares — an estimated $1.75K sold.

Sound Income Strategies first reported a position in AVIG in Q4 2023 and held it in 3 quarters. The position peaked at $160K in Q4 2023. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Sound Income Strategies reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 42 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $1.75K.
Sound Income Strategies first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and held it in 3 quarters.
Sound Income Strategies's Avantis Core Fixed Income ETF position peaked at $160K in Q4 2023.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.