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Tortoise Investment Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Tortoise Investment Management’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
-50
Closed -$2.08K – 1558
2025
Q2 		$2.08K Hold
50
– – ﹤0.01% 790
2025
Q1 		$2.07K Sell
50
-115
-70% -$4.71K ﹤0.01% 711
2024
Q4 		$6.69K Hold
165
– – ﹤0.01% 663
2024
Q3 		$7.01K Sell
165
-4,010
-96% -$168K ﹤0.01% 665
2024
Q2 		$170K Sell
4,175
-1,085
-21% -$44.1K 0.02% 235
2024
Q1 		$217K Sell
5,260
-1,310
-20% -$54K 0.03% 203
2023
Q4 		$275K Buy
6,570
+240
+4% +$9.62K 0.04% 177
2023
Q3 		$251K Sell
6,330
-225
-3% -$9.13K 0.04% 175
2023
Q2 		$271K Sell
6,555
-2,765
-30% -$115K 0.04% 170
2023
Q1 		$393K Sell
9,320
-1,000
-10% -$41.7K 0.06% 149
2022
Q4 		$423K Sell
10,320
-2,389
-19% -$97.5K 0.07% 144
2022
Q3 		$514K Sell
12,709
-316
-2% -$13.5K 0.1% 121
2022
Q2 		$558K Buy
13,025
+525
+4% +$22.8K 0.11% 115
2022
Q1 		$567K Buy
12,500
+260
+2% +$12.2K 0.11% 115
2021
Q4 		$597K Buy
+12,240
New +$599K 0.11% 106

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

Tortoise Investment Management's AVIG Position: Q3 2025 in Review

Tortoise Investment Management sold out of Avantis Core Fixed Income ETF (AVIG) in Q3 2025, closing a stake of 50 shares — an estimated $2.08K sold.

Tortoise Investment Management first reported a position in AVIG in Q4 2021 and held it in 15 quarters. The position peaked at $597K in Q4 2021. 128 funds tracked by Wall St. Rank hold AVIG as of Q3 2025.

  • Tortoise Investment Management reported no remaining Avantis Core Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 50 Avantis Core Fixed Income ETF shares in Q3 2025, an estimated $2.08K.
  • Tortoise Investment Management first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and held it in 15 quarters.
  • Tortoise Investment Management's Avantis Core Fixed Income ETF position peaked at $597K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.