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

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

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

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

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return