Spurstone Advisory Services’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Spurstone Advisory Services’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	$620	Hold	15	–	–	0.01%	75
2026 Q1	$623	Hold	15	–	–	0.01%	57
2025 Q4	$629	Hold	15	–	–	0.01%	77
2025 Q3	$631	Hold	15	–	–	0.01%	94
2025 Q2	$624	Hold	15	–	–	0.01%	116
2025 Q1	$620	Buy	+15	New	+$614	0.01%	81

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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

Spurstone Advisory Services's AVIG Position: Q2 2026 in Review

Spurstone Advisory Services held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 15 shares worth $620. The position accounts for 0.01% of the portfolio, ranked #75.

Spurstone Advisory Services first reported a position in AVIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $631 in Q3 2025. 179 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Spurstone Advisory Services held 15 shares of Avantis Core Fixed Income ETF worth $620 as of Q2 2026.
Spurstone Advisory Services left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Fixed Income ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #75 holding.
Spurstone Advisory Services first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's Avantis Core Fixed Income ETF position peaked at $631 in Q3 2025.
179 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.