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Steward Partners Investment Advisory’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-181
Closed -$7.62K – 4321
2025
Q3 		$7.62K Buy
+181
New +$7.54K ﹤0.01% 3513
2025
Q1 		– Sell
-97
Closed -$3.94K – 4026
2024
Q4 		$3.94K Sell
97
-32
-25% -$1.32K ﹤0.01% 3449
2024
Q3 		$5.48K Buy
+129
New +$5.4K ﹤0.01% 3155

Other funds holding AVIG

AF
Align Financial Hermantown, Minnesota $176M AUM
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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's AVIG Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2025, closing a stake of 181 shares — an estimated $7.62K sold.

Steward Partners Investment Advisory first reported a position in AVIG in Q3 2024 and held it in 3 quarters. The position peaked at $7.62K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVIG as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Avantis Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 181 Avantis Core Fixed Income ETF shares in Q4 2025, an estimated $7.62K.
  • Steward Partners Investment Advisory first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Avantis Core Fixed Income ETF position peaked at $7.62K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.