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Triad Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Triad Wealth Partners’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
-10,131
Closed -$421K – 560
2026
Q1 		$421K Buy
+10,131
New +$425K 0.03% 311

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VFP
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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

Triad Wealth Partners's AVIG Position: Q2 2026 in Review

Triad Wealth Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2026, closing a stake of 10,131 shares — an estimated $421K sold.

Triad Wealth Partners first reported a position in AVIG in Q1 2026 and held it in 1 quarter. The position peaked at $421K in Q1 2026. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Triad Wealth Partners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 10,131 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $421K.
  • Triad Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Triad Wealth Partners's Avantis Core Fixed Income ETF position peaked at $421K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.