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 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 $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spurstone Advisory Services's AVIG Position: Q1 2026 in Review

Spurstone Advisory Services held its Avantis Core Fixed Income ETF (AVIG) position steady in Q1 2026 at 15 shares worth $623. The position accounts for 0.01% of the portfolio, ranked #57.

Spurstone Advisory Services first reported a position in AVIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $631 in Q3 2025. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

Spurstone Advisory Services held 15 shares of Avantis Core Fixed Income ETF worth $623 as of Q1 2026.
Spurstone Advisory Services left its Avantis Core Fixed Income ETF share count unchanged in Q1 2026.
Avantis Core Fixed Income ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #57 holding.
Spurstone Advisory Services first reported a position in Avantis Core Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
Spurstone Advisory Services's Avantis Core Fixed Income ETF position peaked at $631 in Q3 2025.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.