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Trailhead Planners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Trailhead Planners’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
Q2 		– Sell
-7,439
Closed -$309K – 58
2026
Q1 		$309K Hold
7,439
– – 0.3% 42
2025
Q4 		$312K Buy
+7,439
New +$313K 0.31% 42

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Trailhead Planners's AVIG Position: Q2 2026 in Review

Trailhead Planners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 7,439 shares — an estimated $309K sold.

Trailhead Planners first reported a position in AVIG in Q4 2025 and held it in 2 quarters. The position peaked at $312K in Q4 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Trailhead Planners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Trailhead Planners sold 7,439 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $309K.
  • Trailhead Planners first reported a position in Avantis Core Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Trailhead Planners's Avantis Core Fixed Income ETF position peaked at $312K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.