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Summit X LLC’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Summit X LLC’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
Q3 		– Sell
-40,885
Closed -$1.7M – 15
2025
Q2 		$1.7M Sell
40,885
-294
-0.7% -$12.1K 0.32% 61
2025
Q1 		$1.7M Buy
41,179
+1,454
+4% +$59.5K 0.36% 55
2024
Q4 		$1.61M Buy
39,725
+5,840
+17% +$241K 0.36% 60
2024
Q3 		$1.38M Sell
33,885
-6,125
-15% -$256K 0.34% 65
2024
Q2 		$1.63M Buy
40,010
+15,444
+63% +$627K 0.37% 62
2024
Q1 		$1.01M Buy
24,566
+4,563
+23% +$188K 0.26% 82
2023
Q4 		$837K Buy
20,003
+11,988
+150% +$481K 0.24% 84
2023
Q3 		$318K Sell
8,015
-75
-0.9% -$3.04K 0.1% 130
2023
Q2 		$335K Buy
+8,090
New +$337K 0.08% 200

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

Summit X LLC's AVIG Position: Q3 2025 in Review

Summit X LLC sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2025, closing a stake of 40,885 shares — an estimated $1.7M sold.

Summit X LLC first reported a position in AVIG in Q2 2023 and held it in 9 quarters. The position peaked at $1.7M in Q1 2025. 128 funds tracked by Wall St. Rank hold AVIG as of Q3 2025.

  • Summit X LLC reported no remaining Avantis Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 40,885 Avantis Core Fixed Income ETF shares in Q3 2025, an estimated $1.7M.
  • Summit X LLC first reported a position in Avantis Core Fixed Income ETF in Q2 2023 and held it in 9 quarters.
  • Summit X LLC's Avantis Core Fixed Income ETF position peaked at $1.7M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.